Relationship Associate 1

Location: Onsite in Pittsburgh, Pennsylvania, United States. Primary office: 626 Washington Place, Pittsburgh, PA 15219.

Company

hirify.global provides banking and wealth management services through Financial Advisors and related client account operations.

What you will do

• Assist Financial Advisors with establishing and servicing client accounts.
• Review, submit, and maintain documentation and records for account and transaction processing.
• Interact with customers independently and resolve account maintenance and client service issues within the assigned authority.
• Coordinate client contact activities and support business plan execution to sustain client relationships.
• Monitor transaction workflows, reporting systems, revenue crediting, and the movement of funds for investments.
• Maintain client files, Redtail records, segmentation ratings, and branch assignments.

Requirements

• High school diploma or GED required; an associate degree is preferred.
• No prior job-related experience required.
• Life/Health state insurance license required.
• Strong communication, organization, analytical, interpersonal, project management, and customer service skills.
• Ability to use a personal computer and job-related software, including intermediate MS Word and MS Excel and basic MS PowerPoint.
• Knowledge of banking processes and procedures is preferred.

Culture & Benefits

• Full-time position supporting Financial Advisors and their clients.
• Continuing education is required to keep bank, broker/dealer, and state insurance licenses current.
• Employees are expected to manage, monitor, report, and respond to business risks.
• Compliance with regulatory laws and company procedures is required.
• hirify.global maintains an equal employment opportunity and discrimination-free workplace.
• Employment-based visa sponsorship is not provided; applicants must already be legally authorized to work in the United States.