Client Solution Advisor - PNC Fortis Advisors (M&A)

Location: Remote based in San Diego, California, United States.

Base salary: $52,500–$87,500 per year, plus incentive eligibility based on company, business, and/or individual performance.

Company

hirify.global is a financial services corporation providing banking products, client solutions, and transaction-related services.

What you will do

• Support internal teams, external vendors, partners, and shareholders across active M&A transactions.
• Coordinate account onboarding at closing and facilitate incoming and outgoing payments during the post-closing process.
• Handle invoices, balance and payment requests, phone inquiries, internal case management, and complex shareholder questions.
• Review merger, escrow, and paying agent agreements; maintain accurate transaction records and balances with banks and other parties.
• Analyze confidential Excel data, prepare reports, manage complex implementations, and coordinate internal and external stakeholder meetings.
• Escalate and independently resolve implementation and production-support issues while coordinating with senior managers and service partners.

Requirements

• University or college degree, typically a bachelor's degree, or a comparable combination of education, job-specific certification, and experience.
• At least 2 years of relevant professional experience.
• Advanced knowledge of and experience with Microsoft Excel; intermediate accounting and Excel skills are required.
• Ability to understand and decipher complex transaction documents, critically analyze confidential financial data, and generate reports.
• Self-motivated, detail-oriented, proactive, accurate, and able to take ownership of issues.
• Effective and professional written and verbal communication skills, including email and phone communication.
• Ability to prioritize tasks, manage time, and work in high-volume, high-pressure situations under tight deadlines.
• Strong customer-service mentality, relationship-building skills, critical thinking, decision-making, adaptability, process management, and ability to manage multiple priorities.
• No certification or license is required.

Nice to have

• Previous accounting or financial-role experience involving detailed financial information.
• Accounts payable, accounts receivable, or billing experience.
• CRM or database experience; NetSuite experience is an added benefit.
• Experience with client counseling, client relationship building, sales support, and administration.

Culture & Benefits

• Inclusive, supportive workplace focused on customer experience, risk management, and employee contribution.
• Benefits may include medical, prescription, dental, vision, life and disability insurance, HSA, 401(k) matching, pension, and stock purchase plans.
• Educational assistance, including select fully paid programs, plus wellness programs with financial incentives.
• Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.