Client Service Associate (Financial Services)

Location: Hackensack, New Jersey, United States; resident workstyle

Salary: $65,000–$80,000 annual base salary; may be eligible for discretionary revenue share compensation.

Company

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

What you will do

• Handle high-volume client interactions, including inquiries, meeting scheduling, phone and virtual support, in-person service, and mailings.
• Provide administrative and operational support to Financial Advisors and the branch office.
• Process client financial transactions, advisor expenses, and expense reports with accuracy.
• Open client accounts, research account and security information, and maintain accurate documentation.
• Prepare letters, forms, business summaries, and client-specific reports.
• Maintain CRM records and support advisor marketing activities, seminars, and client-facing events.

Requirements

• High school diploma or equivalent.
• At least one year of securities industry or related work experience preferred; equivalent education, training, and experience may be considered.
• Knowledge of general office procedures, investment concepts, financial markets, products, and securities industry regulations.
• Experience with CRM or contact management software and Microsoft Excel.
• Strong written and verbal communication, organization, problem-solving, follow-up, and customer service skills.
• Ability to manage competing priorities, work independently and collaboratively, and operate standard office equipment and software.

Culture & Benefits

• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• People-first culture focused on client service, integrity, independence, and accountability.
• Benefits may include medical, dental, and vision coverage; life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Travel is expected to be less than 25%.