Trust Operations - Client Services

Location: Fully onsite in Orange, California at 1045 W Katella Avenue, Suite 100, Orange, CA 92867.

Salary: $25.00–$34.00 per hour, with possible performance-based incentive compensation.

Company

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

What you will do

• Handle client questions through chat, written correspondence, phone calls, and email.
• Research and resolve complex issues involving investments, account activity, transactions, and compliance.
• Support clients, advisors, asset sponsors, attorneys, and CPAs with account opening, funding, investing procedures, fees, timelines, and ERISA guidelines.
• Follow trust regulations, KYC, fraud prevention, security, IRS, and banking requirements.
• Manage low-level escalations, prepare professional correspondence, and maintain accurate issue records.
• Analyze client issue trends and recommend process improvements that enhance the customer experience.

Requirements

• High school diploma or GED required; bachelor's degree preferred.
• At least 2 years of experience in customer success involving highly detailed transactions.
• Knowledge of trust accounting systems, IRAs, alternative assets, operational procedures, and banking products.
• Proficiency in IRC 4975, prohibited transactions, ERISA guidelines, IRS Publication 590, and related regulatory requirements.
• Excellent verbal and written communication, customer service, multitasking, and mentoring skills.
• Intermediate computer skills, including Microsoft Office, banking software, and basic troubleshooting for online banking technology.

Nice to have

• One to two years of experience in a fast-paced call center environment.
• Certified IRA Services Professional (CISP) designation.
• Self-Directed IRA Professional (SDIP) designation.

Culture & Benefits

• Competitive total rewards package with comprehensive healthcare, dental, and vision coverage.
• 401(k) retirement plan with employer match for qualifying contributions.
• Paid vacation, sick days, volunteer days, and holidays.
• Tuition assistance, employee assistance, mental health resources, life and disability insurance.
• Additional legal, identity theft, auto, home, and pet insurance benefits, plus access to an online discount marketplace.