Senior Associate, Client Onboarding & Configuration (Asset & Wealth Management)

Location: Dallas, Texas, United States

Company

hirify.global provides financial and wealth management services through its Asset & Wealth Management division.

What you will do

• Establish new client accounts by reviewing account structures and documentation requirements.
• Conduct due diligence and verify compliance with client identification, recordkeeping, know-your-customer, customer due diligence, FINRA, and other regulatory obligations.
• Coordinate with personal wealth management advisor teams to ensure accurate and timely client documentation.
• Request account products such as options, margin, checking accounts, and debit cards.
• Ensure downstream systems correctly recognize approved products and services, including cash products, client statements, and performance reporting.
• Resolve issues with Compliance, Legal, and Anti-Money Laundering teams and improve account-opening workflows.

Requirements

• Bachelor’s degree or foreign equivalent in Finance, Accounting, Economics, Business Administration, Industrial Engineering, or a related quantitative field.
• Two years of experience in the offered role or a related position.
• Two years of experience with Microsoft Excel, including macros, pivot tables, VLOOKUP, and IF/AND formulas.
• Experience improving processes, identifying control and exposure points, and reducing workflow errors.
• Experience with Risk Management, Operations Risk Framework, Key Risk Indicators, and Risk and Control Self-Assessments.
• Experience using project management tools including JIRA and Confluence.

Culture & Benefits

• Work within the Asset & Wealth Management division in an office-based Dallas role.
• Collaborate with wealth management, Compliance, Legal, and Anti-Money Laundering teams.
• Support regulated client account operations and continuous workflow improvement.