Client Associate (Financial Services)

Location: Omaha, Nebraska, United States; on-site

Company

hirify.global is an employee-owned financial services firm that has been in business for 90 years.

What you will do

• Provide professional and courteous service while managing client requests and supporting Financial Professionals.
• Review, maintain, and process account documents and information, and solve complex issues related to client accounts and transactions.
• Assist with comprehensive financial plans for current and prospective clients.
• Develop and implement periodic client mailings, communications, and events.
• Facilitate transfers of client funds and securities and issue checks upon request.
• Streamline processes, provide general administrative support, and follow all branch, firm, compliance, and regulatory policies.

Requirements

• Proven ability to build client or customer relationships, with excellent written and verbal communication and problem-solving skills.
• Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Strong attention to detail and accuracy, including the ability to perform semi-advanced math accurately.
• High school graduation or comparable work experience.
• Solid technology skills with Microsoft Word, Excel, and Outlook, plus a desire to learn and leverage innovative technologies to optimize the client experience.
• If not already licensed, ability to pass the Series 7 and Series 66, or Series 63 and Series 65, examinations within 120 days of hire.

Nice to have

• Current Securities Industry Essentials (SIE), FINRA General Securities Representative (Series 7), and Uniform Securities State Law (Series 66 or Series 63/65) licenses.
• Post-secondary education.

Culture & Benefits

• Employee-owned environment focused on business ethics, integrity, and associate contribution.
• Medical, dental, and vision coverage.
• Company 401(k) and ESOP contributions, paid holidays, and generous sick, vacation, and maternity/parental leave.
• Professional development opportunities and tuition reimbursement up to a $15,000 lifetime cap.
• Discounted personal insurance, charitable gift matching, and a company day of giving.