Client Servicing Associate

Location: Office - Boise, United States

Company

hirify.global provides investment accounting, financial statements, analytics reporting, and operational support for global clients.

What you will do

• Manage client inquiries and requests across investment accounting, asset classes, and financial markets.
• Provide timely and accurate information related to financial statements and analytics reporting.
• Complete operational tasks including account setup, client lockdowns, compliance, and reconciliation validation.
• Build client relationships, validate investment data against third-party market data, and reconcile investment transactions using internal tools.
• Use knowledge bases, documentation, and internal resources to resolve client queries; manage workflows according to productivity and quality metrics.
• Contribute to long-term team and client projects and assist with training and coaching junior team members.

Requirements

• Good understanding of investment accounting, financial statements, amortization, interest income, and related accounting concepts.
• Intermediate understanding of fixed income and equity investments.
• Finance and/or accounting experience.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Bachelor’s degree or higher in Accounting or a financial or business-related field, plus 1+ year of relevant experience.

Culture & Benefits

• Full-time office-based role in Boise.
• Regular collaboration with clients and internal teams.
• Opportunities to work on long-term cross-functional projects and support junior team members.