Client Service Associate (Investment Management)

Location: Seattle, Washington or New York, New York; hybrid work with at least four full days per week in an hirify.global office

Salary: $80,000–$85,000 base per year for the New York, NY position, plus incentive pay.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

• Set up new accounts, process account change requests, and handle cash raises for RIA and broker-dealer clients.
• Support direct and retail investors, broker-dealer platforms, institutions, and advisors.
• Provide client communication and high-touch service through the team email channel.
• Answer portfolio and investment strategy questions and resolve reconciliation items.
• Coordinate with custodians on service matters and generate custodian paperwork.
• Maintain client information in Salesforce and support team projects across internal departments.

Requirements

• 3+ years of directly applicable experience, including experience at an RIA or broker-dealer.
• Understanding of separately managed account structures.
• Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Excellent internal and external communication and teamwork skills.
• Strong organization and attention to detail.
• Ability to work from the Seattle or New York office at least four full days per week.

Culture & Benefits

• Hybrid workplace model centered on regular in-office collaboration.
• Flexible paid time off.
• 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
• Health and wellbeing benefits, parental leave, and employee stock purchase plan.
• Collaborative work with portfolio management, operations, trading, distribution, custodians, and client service teams.