Client Manager I - MFO

Location: Philadelphia, United States of America

Company

hirify.global is a global financial services firm providing investor services, capital partners, specialist expertise, technology solutions, and client management.

What you will do

• Serve as the primary day-to-day support and point of contact for client relationships, including clients with complex needs.
• Manage current accounts, oversee onboarding, respond to client questions, and support client retention and business development.
• Own accounts and make investment decisions with senior Relationship Managers and central account teams.
• Prepare client meeting materials, present portfolio reviews, rebalance and repaper portfolios, and maintain investment documentation.
• Oversee account issues, maintenance activities, compliance reports, performance evaluations, and risk escalation.
• Coordinate Relationship Associates, Client Associates, Portfolio Client Associates, and Administrative Assistants while mentoring junior team members and supporting strategic initiatives.

Requirements

• BA or equivalent.
• 5+ years of relevant experience in a Client Advisor role.
• Advanced proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
• Ability to identify, escalate, and resolve problems and issues.
• Effective professional verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks and manage multiple projects.
• Strong interpersonal skills and ability to work in a team environment.
• Demonstrated analytical and research skills.

Nice to have

• Wealth Management or Private Banking experience.
• Experience using Bloomberg Terminal.

Culture & Benefits

• Partnership-oriented environment focused on client relationships and professional development.
• Diverse community with collaborative debate, knowledge sharing, and cross-functional support.
• Stable private-partnership structure with long-term investment in relationships, technologies, products, and employee development.
• Access to experienced leaders, mentoring, and internal resources for professional and personal growth.
• Opportunities to contribute ideas and expand impact beyond the daily role.