Client Servicing Associate (Investment Accounting)

Location: Office - Boise, United States

Company

hirify.global provides investment accounting, compliance, risk, and performance reporting solutions for global clients.

What you will do

• Manage client inquiries and requests across investment accounting, asset classes, and financial markets.
• Provide accurate information on financial statements and analytics reporting.
• Complete operational activities including account setup, client lockdowns, compliance tasks, and reconciliation validation.
• Validate investment data against third-party market sources and reconcile investment transactions using internal tools.
• Collaborate with clients and internal teams on complex queries, workflow priorities, and long-term projects.
• Support the training, development, coaching, and oversight of junior staff members.

Requirements

• Strong understanding of investment accounting, financial statements, amortization, and interest income.
• Familiarity with accounting, compliance, risk, and performance reports.
• Intermediate knowledge of fixed-income and equity investments; basic knowledge of alternative securities is preferred.
• Prior experience in finance or accounting and 2+ years of relevant experience.
• Bachelor’s degree or higher in accounting, finance, business, or a related field.
• Strong computer, communication, documentation, organizational, interpersonal, and problem-solving skills, including proficiency in Microsoft Office.

Culture & Benefits

• Client-facing work focused on building strong relationships and improving the user experience.
• Collaboration with multiple internal teams on client and operational projects.
• Work organized around productivity, quality, and prioritization of critical tasks.