Registered Client Service Associate (Scottsdale, AZ)

Location: Scottsdale, Arizona, United States; resident workstyle

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 through phone, email, mail, in-person, and virtual interactions.
• Support financial advisors and branch staff with client service, meeting scheduling, inquiries, and administrative tasks.
• Onboard clients, open accounts, research account and security information, and maintain required documentation.
• Process and monitor asset transfers, cash reports, corporate actions, account alerts, orders, and portfolio rebalancing.
• Prepare financial reports, spreadsheets, and meeting materials while maintaining CRM records and files.
• Support seminars, client-facing events, training, and professional development activities.

Requirements

• High school diploma or equivalent.
• At least one year of securities-industry or related work experience preferred; the listed general experience is 7–12 months.
• Securities Industry Essentials (SIE) exam 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, CRM software, goal-planning software, and Excel.
• Strong organization, analysis, communication, problem-solving, customer-service, and prioritization skills.

Culture & Benefits

• Collaborative, client-first environment guided by the values of integrity, independence, and a long-term perspective.
• Professional development, training, and cross-training opportunities.
• Benefits may include medical, dental, vision, 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%.