Registered Client Service Associate (Financial Services)

Location: Houston, Texas / Clear Lake, TX; 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, business, and institutional clients.

What you will do

• Support financial advisors with financial plans, portfolio materials, investment research, trades, and client transactions.
• Schedule and confirm client meetings, prepare agendas and summaries, update contact-management records, and coordinate follow-up.
• Prepare and track new business forms, documentation, signatures, insurance applications, and rollovers.
• Organize marketing events, coordinate vendors, finalize event details, prepare compliance documentation, and manage reimbursements.
• Handle administrative support, including phone coverage, expense reports, client correspondence, document setup, and business alerts.

Requirements

• Bachelor’s degree or equivalent and 3–5 years of relevant experience.
• Series 7 and state securities agent registration through S63 or S66, or the ability to obtain the required registrations within 150 days.
• Experience in a client service environment with strong mathematical, analytical, organizational, and time-management skills.
• Ability to manage multiple priorities, work independently with minimal supervision, communicate across organizational levels, and collaborate with a team.
• Strong computer and software skills.
• Valid United States work authorization is required without current or future visa sponsorship needs.

Nice to have

• State IAR registration through S65 or S66, or the ability to obtain it within 150 days.
• Life, Accident, and Health licenses and Variable Contracts qualifications, or the ability to obtain them.

Culture & Benefits

• Client-centric, relationship-based work focused on personalized service.
• Face-to-face collaboration and in-person interaction with clients and advisors.
• Hybrid flexibility with one work-from-home day per week, subject to role-specific expectations.
• Full-time, non-exempt employment.