Registered Client Service Associate (Financial Services)

Location: Palm Beach Gardens, Florida, United States; in-office at least four days per week with the option to work from home one day per week

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Support financial advisors by preparing financial plans, conducting investment research, and completing trades and client transactions.
• Coordinate client meetings, including scheduling, confirmations, agendas, meeting summaries, follow-up, and client reception.
• Prepare new business paperwork, collect signatures, submit documentation to the home office, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement administration.
• Handle administrative duties such as phone support, expense reports, client correspondence, file setup, and business alerts.

Requirements

• Bachelor’s degree or equivalent and 3–5 years of relevant experience.
• Experience in a client service environment with strong organization, time management, math, and analytical skills.
• Series 7 license, or ability to obtain it within 150 days.
• State securities agent registration through S63 or S66, or ability to obtain it within 150 days.
• State IAR registration through S65 or S66, plus Life, Accident, and Health and Variable Contracts licenses, or ability to obtain them within 150 days.
• Strong computer and software skills, ability to manage multiple priorities independently, and effective communication and teamwork.

Culture & Benefits

• Client-centric, relationship-based work environment focused on face-to-face collaboration and personalized service.
• Work in the office at least four days per week, with flexibility to work from home one day per week.
• Full-time, non-exempt position within Business Support & Operations.
• Applicants must already have United States work authorization that will not require current or future visa sponsorship.