Senior Client Service Associate (Financial Services)

Location: Memphis, Tennessee, United States; resident workstyle

Company

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

What you will do

• Provide high-touch administrative and client service support to financial advisors, prospective clients, existing clients, and branch staff.
• Handle daily client interactions, inquiries, meeting scheduling, correspondence, and follow-up across phone, email, in-person, virtual, and mail channels.
• Open client accounts, research account and security information, maintain CRM records, and track daily contacts.
• Process documentation for insurance purchases, distributions, Roth IRA conversions, 529 accounts, college payments, and related client transactions.
• Prepare business summaries, client reports, letters, forms, and marketing materials, including brochures, website updates, and LinkedIn articles.
• Maintain accurate documentation, support licensing and outside-account reporting processes, and enter orders at the direction of the Financial Advisor.

Requirements

• High school diploma or equivalent.
• At least three years of financial services industry experience, or an equivalent combination of education, training, and experience.
• Knowledge of investment concepts, financial markets, securities products, and industry regulations.
• Experience with CRM or contact management software, Excel, spreadsheets, reports, databases, and standard office applications.
• Strong organization, attention to detail, research, prioritization, problem-solving, and written and verbal communication skills.
• Ability to work independently and collaboratively while providing professional customer service in a fast-paced environment.

Nice to have

• Securities Industry Essentials Exam (SIE) or FINRA Series 7, Series 63, or Series 66 certifications.

Culture & Benefits

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