Client Service Associate (Private Banking)

Location: In-office in Pittsburgh, Pennsylvania, United States

Company

hirify.global is a banking organization focused on delivering client service and financial solutions through its Private Banking organization.

What you will do

• Develop and maintain long-term client relationships while managing expectations and satisfaction.
• Execute client requests and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.
• Serve as a point of contact for clients, client teams, and service partners, escalating implementation and servicing issues when needed.
• Work with internal partners to identify issues, solve problems, and track resolutions.
• Identify opportunities to improve service and expand the use of digital self-service tools.

Requirements

• Bachelor’s degree or a comparable combination of education, job-specific certifications, and experience.
• Typically less than one year of professional experience or successful completion of a formal development program.
• Knowledge of client relationship management, customer support policies, products and services, investment management, and fiduciary responsibilities.
• Strong accuracy, attention to detail, decision-making, critical thinking, and prioritization skills.
• Must work in-office in Pittsburgh, Pennsylvania.
• Employment visa sponsorship and STEM OPT participation are not provided.

Culture & Benefits

• Inclusive workplace culture focused on respect, collaboration, and employee contribution.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, life insurance, disability protection, 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.