Service Associate - Series 7 & 63 Required

Location: Saint Petersburg, Florida, United States; hybrid workstyle

Company

hirify.global provides financial services through client-focused investment and wealth management operations.

What you will do

• Handle inbound and outbound calls and electronic communications regarding client account requests and issues.
• Execute client-directed trades involving mutual funds, fixed income, and stocks.
• Process ACH transfers, wire transactions, journal requests, account updates, withdrawals, and account terminations.
• Manage trust, estate, and entity accounts, including inheritance case processing.
• Contact clients proactively about rejected documents, document requests, AML inquiries, and other account matters.
• Collaborate with home office departments and monitor departmental alerts to resolve issues promptly.

Requirements

• High school diploma or equivalent.
• Three years of financial services industry experience, preferably in a related service role.
• Series 7 and Series 63 licenses required.
• Securities Industry Essentials (SIE) exam required unless an exemption or grandfathering provision applies.
• Knowledge of call center practices, account types, securities trading, and financial industry operations.
• Strong organization, communication, follow-up, customer service, and problem-solving skills with the ability to manage changing priorities.

Nice to have

• Associate or bachelor's degree.
• Experience with inheritance case processing and related client service operations.

Culture & Benefits

• No sales goal; the role focuses on delivering a service-first client experience.
• Hybrid workstyle with less than 25% travel.
• Benefits may include medical, dental, and vision coverage; insurance; disability benefits; retirement savings; paid vacation, holidays, and sick leave; and parental leave.
• People-first culture emphasizing client focus, integrity, collaboration, accountability, professional development, and continuous improvement.