Sr. Client Service Associate - U.S. Institutional (Investment Management)

Location: Pasadena, California, United States; office attendance required 4 days per week

Salary: $100,000–$130,000 annually, plus a discretionary bonus

Company

hirify.global is an asset manager serving institutional and other clients through investment products, client service, distribution, and investment-management capabilities.

What you will do

• Build partnerships with assigned institutional client channels and prospects alongside the U.S.-based Client Service team.
• Understand client objectives and provide customized solutions, sales support, competitive analysis, product data, and reporting.
• Handle complex recurring and ad-hoc requests involving portfolio, compliance, and fund information.
• Coordinate and participate in compliance due diligence meetings with clients and Business Development Managers.
• Maintain knowledge of investment products, processes, strategies, and market conditions.
• Represent client and Relationship Manager needs in firmwide initiatives while improving team efficiency and business retention.

Requirements

• At least 3 years of client service or marketing experience in investment management or a similar industry, or 4 years of relevant experience in another industry.
• Four-year undergraduate degree required.
• Experience working collaboratively in a client-focused environment with strong critical thinking, prioritization, and multitasking skills.
• Interest in investments, finance, and marketing, with knowledge of equity and fixed-income securities, operations, accounting rules, or portfolio management preferred.
• Strong data analytics skills and expert-level proficiency with Microsoft Excel, Word, PowerPoint, and business technology applications.
• Experience with CRM systems or financial databases such as Bloomberg, MMD, or Morningstar is preferred.

Nice to have

• CFA designation.
• Knowledge of equity and fixed-income securities, operations, accounting rules, or portfolio management.
• Experience with CRM, Bloomberg, MMD, Morningstar, or similar industry tools.

Culture & Benefits

• Collaborative, inclusive, and supportive working environment with opportunities for continuous learning.
• 401(k) plan with an 85% company match on eligible contributions.
• Medical, dental, vision, insurance, disability, and employee stock investment benefits.
• Three weeks of paid time off in the first year, plus holidays, sick, parental, caregiving, bereavement, volunteering, and floating holidays.
• Learning and education assistance, career development programs, and employee investment benefits.