Registered Client Service Associate - Washington, DC

Location: Washington, District of Columbia, United States; resident workstyle

Salary: $55,000–$80,000 per year

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 channels.
• Support financial advisors and branch staff in a fast-paced, task-oriented environment.
• Onboard clients, open accounts, research account and security information, and maintain accurate documentation.
• Process and monitor asset transfers, cash reports, corporate actions, account alerts, and investment-related follow-ups.
• Prepare reports and spreadsheets, enter orders, rebalance portfolios, and maintain CRM records.
• Assist with seminars, client-facing events, training, and professional development activities.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; stated experience range is 13 months to 3 years.
• Required knowledge of investment concepts, financial markets, securities regulations, trading terminology, managed account platforms, CRM software, and Excel.
• Strong written and verbal communication, organization, problem-solving, mathematics, and customer service skills.
• SIE and Series 7 certifications are required; Series 63, 65, and/or 66 may be required by state.

Culture & Benefits

• 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.
• Professional training, cross-training, and educational development opportunities are provided.
• Work includes less than 25% travel and emphasizes client-first service, integrity, collaboration, accountability, and continuous improvement.