Clent Servicing Associate

Location: Office - Boise, United States

Company

hirify.global supports global clients with investment accounting, financial statements, analytics reporting, and operational services.

What you will do

• Manage client inquiries and requests across investment accounting, asset classes, and financial markets.
• Provide timely and accurate information related to financial statements and analytics reporting.
• Complete operational tasks including account setup, client lockdowns, compliance activities, and reconciliation validation.
• Collaborate directly with clients to build relationships and improve their experience.
• Validate investment data against third-party market data and reconcile investment transactions using internal tools.
• Manage workflow according to productivity and quality metrics, contribute to long-term projects, and coach junior team members.

Requirements

• Good understanding of investment accounting, financial statements, amortization, interest income, and related accounting concepts.
• Intermediate understanding of fixed income and equity investments.
• Bachelor’s degree or higher in accounting, finance, business, or a related field.
• At least 1 year of relevant experience; finance or accounting experience is preferred.
• Strong computer, Microsoft Office, documentation, organizational, interpersonal, communication, and problem-solving skills.

Culture & Benefits

• Full-time office-based work in Boise.
• Direct collaboration with global clients and internal teams.
• Opportunities to participate in long-term team and client projects.