Senior Registered Client Service Associate (Financial Services)

Location: Hybrid role in Hunt Valley, Maryland, United States

Salary: $45,000–$85,000 per year

Company

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

What you will do

• Serve as a primary contact for prospective and existing clients, handling inquiries, quotes, meeting scheduling, and communication across phone, email, in-person, virtual, and mail channels.
• Support client onboarding, account opening, liquidity events, private placement monitoring, alternative investments, foreign accounts, and managed account activities.
• Execute and process discretionary and non-discretionary trades under Financial Advisor direction, maintain models, and track performance.
• Create reports, monitor practice performance metrics, manage advisor expense budgets, and improve operational efficiency.
• Maintain current client information and documentation in accordance with firm policies, industry requirements, rules, and regulations.
• Mentor junior team members, manage workflow, support marketing events, and collaborate with Financial Advisors and branch staff.

Requirements

• High school diploma or equivalent.
• At least five years of financial services industry service experience, or an equivalent combination of education, experience, and training.
• Series 7 and SIE required unless an exemption or grandfathering provision applies.
• Series 63, 65, and/or 66 required as applicable by state; ability to obtain additional state registrations when required.
• Knowledge of financial markets, investment products, trading terminology, securities regulations, managed account platforms, and advanced investment concepts.
• Experience with CRM software, goal-planning software, Excel reporting, account research, and high-volume client communication.

Culture & Benefits

• Client-first culture built around integrity, independence, and a conservative, long-term perspective.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• 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.
• Professional development, training, and cross-training opportunities are provided.