Client Service Associate

Location: Denver, Colorado, United States; resident workstyle

Salary: $45,000–$61,000 per year

Company

hirify.global is a financial services firm with more than 60 years of history, focused on service and excellence.

What you will do

• Support Financial Advisors, branch staff, prospective clients, and existing clients with high-volume inquiries and meeting scheduling.
• Process client financial transactions, advisor expenses, and expense reports accurately.
• Open new client accounts and research client and security information using internal databases and other technologies.
• Review, correct, submit, and follow up on client paperwork and documentation.
• Prepare letters, forms, business reports, client-specific reports, and prospecting materials.
• Maintain CRM records and files and support seminars and other client-facing marketing events.

Requirements

• High school diploma or equivalent required.
• One or more years of securities-industry or related work experience preferred, or an equivalent combination of education, experience, and training.
• Knowledge of investment concepts, financial markets, financial products, and securities-industry regulations.
• Experience with CRM or similar contact-management software and Excel.
• Strong organization, accuracy, communication, research, problem-solving, and customer-service skills.
• Ability to work at the Denver branch under a resident workstyle.

Culture & Benefits

• Professional training, cross-training, and educational or professional development opportunities.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Less than 25% travel is expected.
• Work guided by client-first service, integrity, independence, collaboration, accountability, and continuous improvement.