Service Advisor, RCS

Location: Saint Petersburg, Florida, United States; Hybrid workstyle; hours are 9:00 AM–6:00 PM

Company

hirify.global provides investment advisory, brokerage, custodian, and clearing services.

What you will do

• Serve independent registered investment advisors and introducing broker dealers using the custodian and clearing services platform.
• Research and resolve account, operations, and technology-related requests from clients.
• Coordinate with home office departments and follow issues through resolution and final client communication.
• Handle telephone and email inquiries, provide information and education, and guide clients through internal platforms.
• Enter, review, and verify data in company systems to maintain accuracy and accessibility.
• Follow up with stakeholders, support the Service team, and contribute to process improvements within RCS.

Requirements

• Bachelor’s degree in accounting, business administration, finance, a related field, or equivalent education and experience.
• Three or more years of experience in financial services or operations.
• Proficiency in Microsoft Excel and standard office software.
• Knowledge of account types and general financial-services operations.
• Strong organization, time management, communication, attention to detail, multitasking, and follow-through skills.
• Ability to work independently and collaboratively while maintaining professionalism under pressure.

Nice to have

• Familiarity with hirify.global back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry.
• SIE, Series 7, Series 63, Series 65, or Series 66 licenses.

Culture & Benefits

• Hybrid work environment with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid vacation, holidays, sick leave, and parental leave may be available.
• Culture centered on client-first service, integrity, independence, collaboration, accountability, and continuous improvement.