Trust Operations Specialist - Client Service ll (Alternative Assets)

Location: Fully onsite in Denver, Colorado at 1801 California Street, Suite 800.

Salary: $24.00–$32.00 per hour, with potential performance-based incentive compensation.

Company

hirify.global provides banking and trust services, including support for alternative asset investments.

What you will do

• Answer client questions about private equity, real estate, private debt, and other alternative assets through chat, correspondence, phone, and email.
• Research account issues, investment and transactional activity, errors, and complex compliance questions to determine and implement resolutions.
• Follow customer identification, security, fraud prevention, trust, IRS, and banking regulatory requirements.
• Educate clients, advisors, asset sponsors, attorneys, and CPAs on investing procedures, fees, account opening, funding, timelines, and ERISA guidelines.
• Handle low-level escalations, prepare professional correspondence, and maintain accurate issue reports.
• Identify client issue trends and support process improvements that enhance the service experience.

Requirements

• High school diploma or GED required; bachelor's degree preferred.
• At least 2 years of customer success experience involving highly detailed transactions.
• Proficiency in IRC 4975, prohibited transactions, ERISA guidelines, IRS Publication 590, and related regulatory requirements.
• Excellent verbal and written communication, customer service, organization, and multitasking skills.
• Ability to work with more than 25 software applications, including MS Office and banking software.
• Intermediate computer skills and basic troubleshooting knowledge for mobile devices, browsers, and online banking technology.

Nice to have

• One to two years of experience in a fast-paced call center environment.
• Knowledge of trust accounting systems, IRAs, and alternative assets.
• Certified IRA Services Professional or Self-Directed IRA Professional designation.
• Experience mentoring new associates and selling bank products and services.

Culture & Benefits

• Full-time employment with medical, dental, and vision coverage.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Paid vacation, sick, volunteer, and holiday time.
• Life and disability insurance, employee assistance, mental health resources, and legal support.
• Tuition assistance, identity theft protection, pet insurance, auto and home insurance, and access to an online discount marketplace.