Client Service Associate

Location: Clarkston, Michigan, United States; onsite resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of history, focused on client service, integrity, independence, and long-term value.

What you will do

• Handle high-volume client interactions, inquiries, meeting scheduling, and communications across phone, email, mail, in-person, and virtual channels.
• Provide administrative and operational support to Financial Advisors and branch staff.
• Process client financial transactions, advisor expenses, and expense reports with accuracy.
• Open client accounts, research account and security information, and verify documentation before submission.
• Prepare letters, forms, reports, business summaries, and client-specific reporting.
• Maintain CRM records and files and support seminars, marketing activities, and client-facing events.

Requirements

• High school diploma or equivalent.
• General experience is listed as 0–3 months; one or more years of securities industry or related experience is preferred.
• Knowledge of investment concepts, financial markets, financial products, industry regulations, and general office procedures.
• Experience with CRM or contact management software and Excel, including spreadsheet and reporting work.
• Ability to organize and track multiple detailed assignments, manage changing priorities, research account information, resolve errors, and provide calm, professional customer service.
• Ability to work independently and collaboratively in a fast-paced, task-oriented environment.

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.
• Training, cross-training, and educational or professional development opportunities are provided.
• Travel is expected to be less than 25%.
• People-first culture emphasizing professional growth, collaboration, accountability, continuous improvement, and client-first service.