Transfer Agency Shareholder Service Representative – Senior (Fund Services)

Location: Boston, United States; hybrid schedule with three days per week in the office

Salary: $55,000–$70,000 annual base salary plus annual target bonus

Company

hirify.global is a global financial services firm providing investor services, capital markets expertise, technology solutions, and client management.

What you will do

• Process, validate, log, and resolve internal and external shareholder and client inquiries within agreed service levels.
• Serve as a key contact for client, investor, and interdepartmental queries, escalating complex issues to managers and supervisors.
• Review and authorize fund-related processing, client reporting, mailings, and special exception cases.
• Support daily department activities, month-end reporting, new business launches, and client presentations.
• Ensure fund prospectus terms, policies, procedures, deadlines, and service standards are consistently followed.
• Maintain strong relationships with client organizations and internal departments while minimizing errors and omissions.

Requirements

• Bachelor’s degree or equivalent work experience.
• 1–3 years of experience in transfer agency, fund accounting, or another fund industry environment.
• Ability to work the 12:00 PM–8:00 PM shift and from the office three days per week in Boston.
• Experience in a client-service-focused environment, with strong attention to detail and the ability to manage complex, competing priorities.
• Effective verbal and written communication, problem-solving, adaptability, initiative, and ability to work under pressure.
• Working knowledge of Word, Excel, and PowerPoint; payments systems, reconciliation systems, or multi-fund experience is advantageous.

Culture & Benefits

• Collaborative environment with direct access to clients, experts, and information across business areas.
• Opportunities to grow expertise, take on new challenges, and develop within the firm.
• Inclusive culture that values diverse experiences and perspectives.
• Benefits supporting health, financial security, income protection, professional development, and time off.
• Volunteer opportunities and flexibility to support personal and family commitments.