Registered Client Service Associate - Series 7 & 63 required (Finance)

Location: Hybrid role in Memphis, Tennessee, United States

Company

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

What you will do

• Serve as the first point of contact for prospective and existing clients across phone, email, mail, in-person, and virtual channels.
• Support Financial Advisors and branch staff independently and collaboratively in a fast-paced environment.
• Onboard clients, open accounts, research account and securities information, and maintain required documentation.
• Process asset transfers, monitor available cash, review corporate actions and account alerts, and follow up on time-sensitive items.
• Input orders, rebalance portfolios, prepare financial reports and spreadsheets, and maintain CRM records.
• Assist with seminars and client-facing events while completing training and professional development activities.

Requirements

• Series 7 license required.
• Series 63 required; Series 65 and/or 66 may be required by state.
• Securities Industry Essentials (SIE) exam required unless an exemption or grandfathering applies.
• High school diploma or equivalent.
• One or more years of securities-industry or related experience preferred; the stated experience range is 13 months to 3 years.
• Knowledge of financial markets, investment products, trading terminology, industry regulations, CRM software, managed account platforms, and Excel.

Culture & Benefits

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