Senior Registered Client Service Associate (San Francisco, CA)

Location: Onsite in San Francisco, CA — 101 California St Ste 4500

Salary: $45,000–$95,000 per year

Company

hirify.global provides financial services with a focus on client service, integrity, independence, and long-term financial planning.

What you will do

• Serve as the first point of contact for prospective and existing clients, handling inquiries, quotes, meeting scheduling, and client communications.
• Support client onboarding, account opening, liquidity events, private placement investment monitoring, and maintenance of client and security information.
• Execute and support trading of discretionary and non-discretionary products, model maintenance, performance tracking, and alternative or foreign account servicing.
• Maintain current client documentation in accordance with firm and industry requirements, rules, and regulations.
• Prepare reports, track Financial Advisor expenses, identify practice performance metrics, and improve operational efficiency.
• Mentor junior team members, manage workflow, and assist with client-facing marketing events and Financial Advisor meetings.

Requirements

• High school diploma or equivalent.
• Five years of financial services industry experience, or an equivalent combination of education, training, and experience approved by Human Resources.
• Advanced knowledge of investment concepts, financial markets, securities products, trading terminology, and industry regulations.
• Experience with CRM or contact management software, goal planning software, and Excel reporting.
• SIE certification required unless an exemption or grandfathering applies.
• Series 7 required; Series 63, 65, and/or 66 required according to state requirements, with the ability to obtain additional registrations when needed.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid time off may include vacation, holidays, and sick leave, along with parental leave.
• Professional development, training, and cross-training opportunities are available.
• Travel is expected to be less than 25%.
• Work is guided by the principles of developing, collaborating, deciding, delivering, and improving.