Senior Registered Client Service Associate (Finance)

Location: Dallas, Texas, United States; onsite resident workstyle

Company

hirify.global is a financial services firm providing investment and wealth management services.

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, open accounts, maintain documentation, and research client and security information.
• Execute and monitor discretionary and non-discretionary trading activities, model maintenance, and performance tracking.
• Service alternative investments and foreign accounts, including setup and ongoing maintenance.
• Create reports, track advisor expenses, and improve practice efficiency and operational processes.
• Mentor junior team members, manage workflow, and support advisor marketing events and seminars.

Requirements

• High school diploma or equivalent.
• Five years of financial services industry experience, or an equivalent combination of education, experience, and training.
• Required SIE and Series 7 certifications, unless an exemption or grandfathering applies.
• Series 63, 65, and/or 66 registration as required by the state, with the ability to obtain additional state registrations.
• Knowledge of financial markets, investment products, advanced securities concepts, trading terminology, and industry regulations.
• Experience with CRM software, goal-planning software, and Excel reporting and spreadsheets.

Culture & Benefits

• Full-time employment with medical, dental, vision, insurance, disability, retirement savings, paid time off, and parental leave benefits; eligibility varies by position and employment status.
• Less than 25% travel.
• Training, cross-training, and professional development opportunities.
• Client-first culture focused on integrity, independence, collaboration, accountability, and continuous improvement.