Client Service Analyst (Wealth Management)

Location: Hybrid role based in the Wilmington office; travel to domestic office locations may be required.

Company

hirify.global is a NASDAQ-listed global wealth and investment advisory firm serving families, business owners, trusts, foundations, and endowments.

What you will do

• Partner with Client Service Teams to support ultra-high-net-worth clients.
• Assist advisors with new and existing client accounts and ongoing service requests.
• Prepare account paperwork, contracts, and subscription agreements.
• Facilitate the opening and closing of separately managed accounts and brokerage accounts.
• Manage cash and security movements, including deposits, withdrawals, gifting, wires, and journals.
• Coordinate with custodians and internal Operations teams and review billing for accuracy.

Requirements

• Bachelor’s degree; Finance or Business preferred.
• 0–3 years of experience in financial services.
• High attention to detail and the ability to work in a collaborative, fast-paced environment.
• Advanced Microsoft Office skills, especially Excel, Adobe Acrobat, and PowerPoint.
• Ability to travel to domestic office locations as needed.

Culture & Benefits

• Long-term career development and continued growth opportunities.
• Collaborative and entrepreneurial working environment.
• Work with a global firm serving clients across wealth and investment advisory contexts.
• Opportunity to support complex client needs across families, fiduciaries, and institutions.

Hiring process

• Applications are submitted through the company’s careers platform.