Senior Client Service Associate (Private Wealth)

Location: Denver, CO; candidates must reside locally in Denver, CO. The work arrangement and proportion of on-site and remote work will be discussed during the interview.

Salary: $70,000–$75,000 annually for the Denver market, based on experience, qualifications, and location. Additional incentive compensation may apply.

Company

hirify.global is a relationship-oriented bank serving clients through financial and wealth management services.

What you will do

• Manage Private Wealth client onboarding, account openings, maintenance, and daily service requests.
• Act as a primary contact for clients, internal partners, custodians, and service teams.
• Process checks, ACH transactions, wires, journal transfers, tax payments, charitable gifts, IRA contributions, and required minimum distributions.
• Process address changes, account updates, and portfolio asset allocation schedules accurately and within required deadlines.
• Prepare presentation, meeting, review, and reporting materials for Relationship Managers and senior staff.
• Research and resolve client inquiries while anticipating needs and improving service processes.

Requirements

• Bachelor’s degree.
• 3–5+ years of financial industry experience in a client service role, including experience supporting high-net-worth clients.
• Excellent verbal and written communication, organization, critical thinking, and problem-solving skills.
• Ability to manage multiple priorities independently and collaboratively with minimal supervision.
• High proficiency in Microsoft Word, PowerPoint, Outlook, and Excel.
• Legal eligibility to work in the specified United States location and local residence in Denver, CO are required.

Nice to have

• Familiarity with Schwab and Fidelity platforms.
• Experience with family office services.

Culture & Benefits

• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, and holidays.
• 401(k), banking benefits, incentive pay, wellbeing support, and employee recognition programs.
• Paid Purpose Day for personal growth and development.
• Visa sponsorship and relocation assistance are not offered.

Hiring process

• The work arrangement will be discussed during the interview.
• The process may include an attribute-based assessment and skills tests such as MS Office simulations.
• Applicants must provide any required work or study permit where applicable.