Client Service Associate (Financial Services)

Location: Washington, D.C. — 1899 Pennsylvania Ave NW, Ste 1000; resident workstyle

Salary: $45,000–$65,000 annually

Company

hirify.global is a financial services firm with more than 60 years of history, providing investment and client service solutions.

What you will do

• Support Financial Advisors, branch staff, prospective clients, and existing clients through phone, email, mail, in-person, and virtual interactions.
• Schedule meetings, respond to inquiries, and provide high-quality client service in a high-volume environment.
• Process client financial transactions, advisor and branch expenses, account information, and related documentation.
• Open new client accounts, research client and security information, and maintain accurate records in CRM systems.
• Prepare letters, forms, reports, business summaries, and client-specific reporting.
• Support marketing activities, seminars, client-facing events, training, and professional development.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; the listed general experience range is 13 months to 3 years.
• Knowledge of general office procedures, investment concepts, financial markets, securities products, and industry regulations.
• Experience with CRM or contact management software and Excel, including spreadsheet development and reporting.
• Ability to organize and track detailed tasks, manage changing priorities, research account information, resolve issues, and meet deadlines.
• Ability to communicate professionally across multiple platforms and work independently as well as within a team.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Professional training, cross-training, and educational development opportunities are provided.
• Work is guided by client-first service, integrity, independence, accountability, collaboration, and continuous improvement.
• Travel is expected to be less than 25%.