Registered Client Service Associate- Bethesda, MD

Location: Bethesda, Maryland, United States; resident workstyle

Salary: $55,000–$75,000 per year

Company

hirify.global is a financial services firm providing investment and wealth management services.

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 service, scheduling, account administration, and client-facing events.
• Onboard clients, open accounts, research account and security information, and maintain accurate records in CRM systems.
• Process and monitor asset transfers, cash reports, corporate actions, account alerts, orders, and portfolio rebalancing.
• Prepare financial reports, spreadsheets, and meeting materials while following firm and industry requirements.
• Complete ongoing training and professional development related to firm policies, procedures, and the securities industry.

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.
• Securities Industry Essentials (SIE) and Series 7 are required, unless an exemption or grandfathering provision applies.
• Series 63, 65, and/or 66 may be required depending on the state.
• Knowledge of investment concepts, financial markets, securities regulations, trading terminology, and managed account platforms.
• Strong organization, analytical, communication, prioritization, and customer service skills, including proficiency with Excel and CRM software.

Culture & Benefits

• People-first culture focused on client service, integrity, independence, and a conservative 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%.