Client Service Associate (Private Banking)

Location: Houston, Texas, United States; in-office role

Company

hirify.global's Private Bank provides banking, investment, and fiduciary products and services to clients.

What you will do

• Develop and maintain long-term client relationships while managing expectations and satisfaction.
• Execute client requests, inquiries, and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research.
• Serve as a primary contact for clients, advisors, client teams, and service partners.
• Coordinate with advisors, middle-office, and operations teams to resolve issues and track requests to completion.
• Identify digital self-service opportunities and recommend service improvements based on client feedback.
• Assess and manage risks in line with hirify.global's enterprise risk management framework.

Requirements

• Bachelor's degree or a comparable combination of education, job-specific certification, and experience.
• Less than one year of professional experience may be sufficient; a formal development program may also qualify.
• Knowledge of client relationship management, customer support policies, products and services, investment management, and fiduciary responsibilities.
• Accuracy, attention to detail, decision-making, critical thinking, and the ability to manage multiple priorities.
• Employment visa sponsorship and STEM OPT participation are not available for this position.

Culture & Benefits

• Inclusive, supportive workplace focused on customer service, collaboration, and employee development.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) match, pension, stock purchase plan, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.