Registered Client Service Associate (Finance)

Location: Miami, Florida, United States; onsite resident workstyle

Company

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

What you will do

• Serve as the first point of contact for prospective and existing clients through phone, email, mail, in-person, and virtual channels.
• Support Financial Advisors and branch staff with client onboarding, account opening, documentation, and account research.
• Process and monitor asset transfers, cash reports, corporate actions, account alerts, and related follow-ups.
• Prepare financial reports, spreadsheets, and meeting materials; enter orders and rebalance portfolios on behalf of Financial Advisors.
• Create and maintain client records and files in CRM software.
• Support seminars, client-facing events, training, and professional development activities.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related experience preferred; equivalent education, training, or experience may be considered.
• Spanish required.
• Strong knowledge of investment concepts, financial markets, securities industry regulations, trading terminology, and managed account platforms.
• Experience with CRM software, Excel, spreadsheets, databases, and financial reporting.
• SIE and Series 7 required; Series 63, 65, and/or 66 required as applicable by state.

Culture & Benefits

• Full-time employment in a fast-paced, task-oriented branch environment.
• 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.
• Less than 25% travel.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving, with a focus on client service, integrity, and accountability.