Client Service Representative (Private Wealth)

Location: United States indicated by U.S.-specific employment benefits, EEO requirements, and FINRA licensing.

Company

hirify.global is an independent, expanding financial services company with an employee-ownership model and a focus on collaboration, development, and client-centric service.

What you will do

• Manage existing client relationships by processing requests, resolving inquiries, and maintaining accurate client information.
• Onboard new high-net-worth clients by collecting financial data and statements and training them on digital tools.
• Drive client retention through proactive outreach and documented follow-up.
• Collaborate with investment, compliance, financial planning, and Private Wealth teams to deliver consistent service.
• Support Private Wealth advisors with administrative tasks, including phone coverage, appointment scheduling, and business travel coordination.
• Complete training and follow company policies, procedures, and core values.

Requirements

• A bachelor’s degree is preferred.
• 2–3 years of similar or related experience is preferred.
• Hold a FINRA Series 65 license or obtain it within 120 days of employment; continued employment depends on meeting this requirement.
• Experience working with high-net-worth individuals and families.
• Proficiency with Salesforce, Microsoft Office, and AI tools.
• Commitment to diversity, equity, and inclusion.

Culture & Benefits

• Comprehensive training, mentorship, and personal and professional development opportunities.
• Flexible work options, paid time off, paid holidays, and a sabbatical program.
• Medical, prescription, dental, vision, FSA, HSA, life, disability, and other insurance benefits.
• 401(k), stock purchase opportunities, annual performance bonus, and a well-being stipend.
• Family assistance, identity theft protection, gift matching, and business travel accident coverage.
• Team-oriented culture with an employee-first approach and opportunities for ownership.