Registered Client Service Associate (Houston, TX)

Location: Houston, Texas, United States; resident workstyle

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 with client onboarding, account opening, account research, and documentation updates.
• Process and monitor asset transfers, cash reports, corporate actions, and client account alerts.
• Prepare financial reports, spreadsheets, and meeting materials; input orders and rebalance portfolios on behalf of Financial Advisors.
• Create and maintain client records and files in CRM software.
• 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.
• SIE required unless an exemption or grandfathering provision applies.
• Series 7 required; Series 63, 65, and/or 66 required as applicable by state.
• Knowledge of investment concepts, financial markets, securities regulations, trading terminology, managed account platforms, CRM software, and Excel.
• Ability to manage changing priorities, analyze account information, resolve issues, and provide professional customer service.

Culture & Benefits

• Work independently and collaboratively in a fast-paced, task-oriented branch environment.
• Access training, cross-training, educational, and professional development opportunities.
• Travel is expected to be less than 25%.
• Workplace values include client-first service, integrity, independence, accountability, collaboration, and continuous improvement.
• People-first culture that values diverse backgrounds and authentic participation.