Registered Client Associate

Location: Onsite in Sarasota, Florida, United States

Company

hirify.global is a financial services firm supporting personalized wealth management through client-first service, integrity, and collaboration.

What you will do

• Interact with clients by phone, email, virtually, and in person, handling inquiries, account maintenance, and sensitive information.
• Open client accounts, process money movement, research account information, and place trades as directed by financial advisors.
• Schedule client meetings and prepare meeting materials.
• Maintain client records and files using CRM software.
• Support financial advisors and the branch independently and as part of a team.
• Participate in training and professional development to remain current on firm and industry procedures.

Requirements

• General office, administrative, and customer service experience in the wealth management industry.
• Knowledge of wealth management terminology, practices, and procedures.
• Experience with CRM or similar contact management software and Microsoft Office 365.
• Ability to analyze account information, manage detailed tasks and changing priorities, and follow up proactively.
• Series 7 and Series 66 registrations required, or willingness to obtain them within the stated period after starting.
• Ability to work onsite in Sarasota, Florida.

Culture & Benefits

• People-first environment centered on teamwork, trust, integrity, and personalized client service.
• Medical, dental, and vision insurance, with the firm paying the majority for the associate and family.
• Retirement plan with matching, profit sharing, and bonus eligibility.
• Paid time off and market holidays.
• Less than 25% travel.
• The role is offered by the independent branch; associates are independent contractors with respect to hirify.global, and employment and benefits are provided by the branch.