Registered Client Service Associate (Melbourne, FL)

Location: Melbourne, Florida, United States; resident workstyle

Company

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

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 independently and as part of a collaborative team.
• Onboard clients, open accounts, research account and security information, and maintain required documentation.
• Process and monitor asset transfers, cash awaiting investment, corporate actions, and client account alerts.
• Prepare financial reports, spreadsheets, and meeting materials; input orders and rebalance portfolios on behalf of financial advisors.
• Maintain CRM records and support seminars, client-facing events, training, and professional development.

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 products, trading terminology, industry regulations, and managed account platforms.
• Ability to use CRM software, Excel, office applications, and databases while managing multiple changing priorities and providing high-level customer service.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Less than 25% travel is expected.
• Professional training, cross-training, and educational development opportunities are available.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving, with an emphasis on client-first service, integrity, independence, and accountability.
• People-first culture that values diverse backgrounds and authentic contributions.