Client Service Associate - Newport News, Virginia

Location: 100% onsite in Newport News, Virginia; office attendance required Monday through Friday

Salary: $23.52–$39.17 per hour

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and financial institutions with investment solutions, fintech tools, custody, and practice management services.

What you will do

• Serve as the primary client contact, answer inquiries, resolve issues, and explain firm services and solutions.
• Support account transactions, maintenance, online access, client onboarding, documentation collection, and risk-profile assessment.
• Maintain accurate client records, monitor account alerts, and prepare reports and meeting materials.
• Support audits and regulatory reviews while ensuring compliance with industry requirements.
• Collaborate with financial advisors on business plans, marketing initiatives, and client engagement strategies.
• Handle scheduling, travel arrangements, expense reporting, training, and firm initiatives.

Requirements

• Ability to work in the office Monday through Friday
• At least 2 years of experience working with financial advisors, branch support, and home office support teams as a Client Service Associate.
• Active Series 7 and/or Series 66 preferred; otherwise, the required license must be obtained within one year of employment.
• Strong organizational, communication, collaboration, and client service skills.

Nice to have

• Background in financial planning and familiarity with planning concepts and tools.
• Experience in wealth management or advisory support, including account paperwork, ACATs, wires, and client onboarding.
• CRM and technology proficiency, including client data maintenance, meeting scheduling, and online access support.

Culture & Benefits

• Collaborative, team-oriented environment focused on continuous improvement and exceptional client experiences.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Training and participation in firm initiatives to stay current on policies and platforms.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payments or bank and credit card information.