Client Service Associate (Financial Services)

Location: Washington, D.C.; on-site, Monday through Friday, 8:00 am–5:00 pm

Salary: $26.60–$40.00 per hour

Company

hirify.global is a purpose-driven registered investment advisor helping clients align wealth, passion, and purpose, with more than $30 billion in assets under advisement and over 300 teammates.

What you will do

• Provide administrative oversight and strategic support to lead advisors.
• Prepare and process documentation for client onboarding, implementation, and ongoing maintenance.
• Coordinate with custodians on operational and tactical service matters.
• Enter and maintain accurate client and prospect data in Salesforce.
• Process money movement requests, including capital calls, distributions, journals, trades, and asset transfers.
• Coordinate client touchpoints, post-meeting actions, calendaring, internal meeting preparation, and quality control for client paperwork.

Requirements

• 1–4 years of experience in an administrative role.
• Experience in financial services is preferred.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred.
• Strong organizational, problem-solving, detail-oriented, and client-support skills.
• Proficiency in Microsoft Office Suite, including Word, Excel, and Windows.
• This is a full-time, in-office, non-exempt position.

Nice to have

• Experience with Salesforce.
• Financial services industry experience.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from Day 1, winter break, paid holidays, volunteer time off, and summer Friday flex-days.
• Reimbursement for required training, certifications, licensing, and professional dues, plus career development plans and wellbeing support.
• Paid parental leave, adoption benefits, team-building events, social events, employee groups, and subsidized transit.
• Visa sponsorship is not available, and candidates requiring employment visa sponsorship now or in the future cannot be hired.