Lead Client Servicing Associate - Asset Managment (Asset Management)

Location: Office — Boise, United States

Company

hirify.global provides an investment management platform with tools for accounting, reporting, reconciliation, forecasting, and operational workflows.

What you will do

• Act as the primary contact for client questions involving investment accounting, reporting, reconciliation, platform usage, and operational workflows.
• Manage daily servicing across complex portfolios, multiple client entities, custodians, currencies, and reporting requirements.
• Investigate and resolve issues using front- and back-office tools while maintaining data quality and auditability.
• Perform account setup, month-end lockdowns, reconciliations, compliance activities, and investment data validation.
• Support onboarding, portfolio transitions, custom reporting, and process improvement projects.
• Coordinate workstreams and action items across servicing, reconciliation, product, delivery, billing, sales, and other stakeholders.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• At least 2 years of directly applicable experience in reconciliation, accounting, or finance.
• Excellent attention to detail, documentation, organizational skills, and stakeholder communication.
• Strong ownership mindset and ability to operate in a fast-paced environment with changing priorities.
• Proficiency in Microsoft Office, especially Excel.
• Experience supporting large institutional clients is strongly preferred; familiarity with Salesforce CRM and AI applications is preferred.

Culture & Benefits

• Work across asset management and insurance client verticals.
• Collaborate cross-functionally with servicing, reconciliation, product, delivery, billing, sales, and global delivery teams.
• Use AI-enabled tooling to streamline processing, accelerate issue resolution, and identify process improvements.
• Gain broad exposure to Clearwater tools including PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.