Part-time Client Service Associate (Financial Services)

Location: Kirkland, Washington, United States; resident workstyle

Salary: $30,000–$45,000 per year

Company

hirify.global is a financial services firm with more than 60 years of history, providing investment and wealth management services through financial advisors and branch offices.

What you will do

• Provide high-touch administrative and client service support to Financial Advisors, prospective clients, existing clients, and branch staff.
• Handle client inquiries, meeting scheduling, correspondence, mailings, and communication by phone, email, in person, and virtually.
• Process client financial transactions, advisor and branch expenses, expense reports, new account openings, and related documentation.
• Research account and security information, prepare reports and forms, and maintain accurate records in CRM systems.
• Support marketing activities, seminars, client-facing events, and order entry at the direction of Financial Advisors.
• Follow up on submitted items, resolve errors and questions, and complete required training and professional development.

Requirements

• High school diploma or equivalent.
• Zero to three months of general experience; one or more years of securities industry or related experience is preferred.
• Knowledge of general office practices, investment concepts, financial markets, financial products, and industry regulations.
• Experience with CRM or contact management software and Excel, including spreadsheet development and reporting.
• Strong organization, accuracy, communication, analytical, prioritization, and customer service skills.
• Ability to work independently and collaboratively in a fast-paced environment with changing priorities and deadlines.

Culture & Benefits

• 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.