Registered Client Service Associate-Charlotte, NC (Financial Services)

Location: Charlotte, North Carolina, United States — resident workstyle at 6805 Carnegie Blvd Ste 350

Company

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

What you will do

• Serve as the first point of contact for prospective and existing clients, handling inquiries, quotes, meeting scheduling, and communications across phone, email, mail, in-person, and virtual channels.
• Support financial advisors and branch staff independently and collaboratively in a fast-paced environment.
• Onboard clients, open accounts, research client and security information, and maintain accurate records in CRM systems.
• Process and monitor asset transfers, cash awaiting investment, corporate actions, account alerts, and client documentation.
• Prepare reports and spreadsheets for client meetings, input orders, and rebalance portfolios on behalf of financial advisors.
• Support seminars and other client-facing marketing events while participating in training and professional development.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; the listed general experience is 7–12 months.
• Securities Industry Essentials Exam (SIE) required unless an exemption or grandfathering applies.
• Series 7 required; Series 63, 65, and/or 66 required as applicable by state.
• Knowledge of investment concepts, financial markets, securities industry regulations, trading terminology, managed account platforms, and CRM software.
• Strong communication, organization, prioritization, problem-solving, mathematical, and customer service skills, including the ability to manage changing deadlines.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid time off may include vacation, holidays, and sick leave, along with parental leave.
• Professional training, cross-training, and educational development opportunities are available.
• Travel is expected to be less than 25%.
• Work is guided by client-first service, integrity, independence, collaboration, accountability, and continuous improvement.