Senior Registered Client Service Associate

Location: Colorado Springs, Colorado, United States; onsite resident workstyle

Salary: $55,000–$75,000 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

• Provide high-touch administrative and service support to Financial Advisors, prospective clients, existing clients, and branch staff.
• Handle client inquiries, quotes, meeting scheduling, onboarding, account opening, and client documentation.
• Execute and support discretionary and non-discretionary trading, model maintenance, performance tracking, and alternative investment servicing.
• Prepare reports, track practice metrics and expenses, and implement operational efficiencies.
• Support marketing activities, seminars, mailings, and client-facing events.
• Mentor junior team members, manage workflow, and collaborate with Financial Advisors and branch staff.

Requirements

• High school diploma or equivalent.
• Five years of financial services industry service experience, or an equivalent combination of education, training, and experience.
• Series 7 and SIE certifications required unless an exemption or grandfathering provision applies.
• Series 63, 65, and/or 66 registration as required by the state, with the ability to obtain additional registrations when needed.
• Knowledge of investment concepts, financial markets, securities products, trading terminology, managed account platforms, and industry regulations.
• Ability to use CRM software, goal-planning software, Excel, office applications, and databases while managing changing priorities and deadlines.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings plans.
• Paid time off may include vacation, holidays, sick leave, and parental leave.
• Professional development, training, and cross-training opportunities are available.
• Work is guided by client-first service, integrity, independence, accountability, collaboration, and continuous improvement.
• Travel is expected to be less than 25%.