Senior Client Services Associate (Wealth Management)

Location: Lancaster, United States; candidates must already be authorized to work for any employer in the United States and must not require visa sponsorship

Salary: $53,744.00–$88,290.50 per year, plus potential incentive and retention awards

Company

hirify.global is a locally headquartered bank and wealth management company serving individuals, businesses, and communities.

What you will do

• Provide high-level service and administrative support to wealth clients, Wealth Directors, Investment Advisors, Financial Planners, and vendors.
• Prepare account opening and closing documentation, gather assets, transfer funds, and maintain paper and electronic records.
• Support account opening across account types using Fidelity, Schwab, or comparable custodian platforms.
• Handle cash movement requests, quarterly fee reviews, fee refunds, reports, presentations, and client correspondence.
• Coordinate client meetings, tailor presentation materials, and serve as a first point of contact for high-net-worth clients.
• Maintain client data across Salesforce, custodial platforms, and portfolio management systems while contributing to compliance and process improvements.

Requirements

• High school diploma required; a four-year degree in business administration, finance, or a related field is preferred.
• 5–7 years of administrative client service experience.
• Knowledge of custodian platforms, investment principles, securities processing and clearing, and portfolio and client management systems.
• Strong Microsoft Office 365 skills, including Excel, Word, and PowerPoint, with basic numeracy.
• Ability to manage competing priorities, stay organized, take initiative, and work with limited supervision.
• Current authorization to work for any employer in the United States is required; visa sponsorship is not available now or in the future.

Culture & Benefits

• Inclusive and supportive work culture with career development and advancement opportunities.
• Medical, dental, and vision coverage.
• 401(k), life, accident, and disability insurance.
• Flexible spending accounts, health savings accounts, and wellness programs.
• Paid parental and military leave, vacation, sick leave where required, and paid holidays.