Client Service Associate (Private Banking)

Location: Phoenix, Arizona, United States; in-office position

Company

hirify.global is a banking and financial services company serving clients through its Private Banking organization.

What you will do

• Develop and maintain long-term client relationships while managing expectations and service satisfaction.
• Handle client requests, inquiries, and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.
• Identify opportunities to use digital tools and self-service solutions for client needs.
• Coordinate with client teams, service partners, and internal stakeholders to resolve issues and track them to completion.
• Learn relevant technologies and proactively identify service improvements through client feedback.

Requirements

• University or college degree, typically a bachelor's degree, with less than one year of professional experience; comparable education, certification, and experience may be considered instead of a degree.
• Knowledge of client relationship management, customer support policies, products and services, and investment management.
• Accuracy, attention to detail, critical thinking, decision-making, and ability to manage multiple priorities.
• Ability to understand fiduciary responsibilities and manage business risks in accordance with the enterprise risk management framework.
• Must work in the Phoenix, Arizona office.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• Inclusive workplace focused on respect, collaboration, customer service, and risk awareness.
• Medical, prescription, dental, and vision coverage, with eligible health savings account options.
• Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
• Educational assistance, wellness programs, dependent care support, and family-related reimbursements.
• Paid holidays, occasional absence days, parental leave, and 15 to 25 vacation days depending on eligibility and career level.