Client Associate (Investment Services)

Location: San Antonio, Texas, United States; full-time on-site role with local travel to branches and other required locations.

Company

hirify.global provides investment services through financial advisors and institutions.

What you will do

• Contact referrals and existing clients by phone to schedule and confirm appointments for Financial Advisors.
• Provide telephone support to brokerage and investment clients, including account information, questions, and administrative account changes.
• Assist Financial Advisors with accepting trades and providing consultation and recommendations to existing and potential clients.
• Maintain account documents, forms, and reports, and submit business to operations.
• Organize direct, email, and advertising campaigns, prepare client presentations, and coordinate client appreciation and prospecting events.
• Gather sales and productivity information and provide monthly reports using Excel and Word.

Requirements

• Associate’s degree in Business, Finance, Marketing, or a related field, or equivalent experience; a bachelor’s degree is preferred.
• At least two years of experience in investment-based sales support, client relationship or client service, or a related area.
• Working knowledge of investments, insurance, financial products, financial planning, and financial planning tools.
• Current Texas driver’s license, excellent driving record, and ability to travel locally.
• Strong communication, telephone etiquette, analytical, problem-solving, interpersonal, organizational, accuracy, and confidentiality skills.
• Proficiency with Word, Excel, Access, PowerPoint, and finance or investment systems; ability to support multiple Financial Advisors in multiple locations.

Nice to have

• Series 7, 63, and 65 licenses.
• Group I insurance license.

Culture & Benefits

• Competitive overall compensation package and work-life balance.
• Healthcare coverage options and traditional and Roth 401(k) retirement plans.
• Career enhancement opportunities, continuing education, and career certifications.
• Leadership Academy, Mentor Program, employee engagement activities, recognition awards, and years-of-service awards.
• Wellness program.
• Substance-free workplace with pre-employment drug testing; tobacco users are not hired where permitted by law.