Lead Client Servicing Associate

Location: Office - Boise, United States

Company

hirify.global provides investment accounting, compliance, risk, and performance reporting solutions for global clients.

What you will do

• Manage client inquiries and requests across investment accounting, asset classes, and financial markets.
• Provide accurate information on financial statements and analytics reporting.
• Complete operational tasks including account setup, client lockdowns, compliance activities, and reconciliation validation.
• Validate investment data against third-party market data and reconcile investment transactions using internal tools.
• Build client relationships, resolve complex queries, and manage work according to productivity and quality priorities.
• Support long-term projects, train and coach junior staff, and oversee their work.

Requirements

• Strong understanding of investment accounting, financial statements, amortization, interest income, and related accounting concepts.
• Familiarity with accounting, compliance, risk, and performance reports.
• Intermediate knowledge of fixed-income and equity investments; basic knowledge of alternative securities is preferred.
• Prior finance or accounting experience and a bachelor’s degree or higher in accounting, finance, business, or a related field.
• At least 2 years of relevant experience.
• Strong computer, documentation, communication, organizational, interpersonal, and problem-solving skills, including proficiency in Microsoft Office.

Culture & Benefits

• Full-time work supporting global clients.
• Direct collaboration with clients and internal teams.
• Work organized around productivity, quality, and priority metrics.