Senior Client Service Associate (Private Wealth)

Location: Boston, Massachusetts, United States; work arrangement includes a proportion of on-site and remote work to be discussed during the interview.

Salary: $75,000–$85,000 annually for the Boston market, based on experience, qualifications, and position location.

Company

hirify.global is a relationship-oriented bank providing private wealth and financial services to clients.

What you will do

• Manage client onboarding, account openings, account maintenance, and operational requests.
• Act as a primary contact for clients, internal partners, custodians, and service teams.
• Process checks, ACH transactions, wires, journal transfers, tax payments, charitable gifts, IRA contributions, and required minimum distributions.
• Maintain accurate address changes, account updates, portfolio asset allocation schedules, documentation, and transactions.
• Prepare materials for presentations, meetings, reviews, reporting requests, and Relationship Manager activities.
• Research and resolve client inquiries while identifying process improvements and anticipating client needs.

Requirements

• Must be legally eligible to work in the United States at the specified location; a valid work or study permit may be required.
• Bachelor’s degree.
• 3–5+ years of financial industry experience in a client service role, including experience serving high-net-worth clients.
• Excellent verbal and written communication, organization, critical thinking, and problem-solving skills.
• Ability to manage multiple priorities and deadlines, work collaboratively, and operate independently with minimal supervision.
• High proficiency in Microsoft Word, PowerPoint, Outlook, and Excel.

Nice to have

• Familiarity with Schwab and Fidelity platforms.

Culture & Benefits

• Hybrid work arrangement with the on-site and remote proportion discussed during the interview.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, and holidays.
• 401(k), incentive compensation eligibility, banking benefits, wellbeing support, and recognition programs.
• Paid Purpose Day for personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests such as MS Office simulations.
• Further compensation and benefits details are provided during the hiring process.