Client Service Associate (Fintech)

Location: New York, New York, United States. Hybrid workplace model requiring at least four full days per week in an hirify.global office.

Salary: $80,000–$85,000 base per year, plus incentive pay.

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

• Set up new accounts, process change requests, and handle cash raises for RIA and broker-dealer clients.
• Support direct and retail investors, broker-dealer platforms, institutions, and advisors.
• Provide client communication through team email and maintain a high-touch service experience.
• Review and respond to reconciliation items, including delinked accounts, negative cash accounts, and new accounts.
• Contact custodians, generate custodian paperwork, and maintain client information in Salesforce.
• Assist with team initiatives and coordinate across partners and departments to support a seamless client experience.

Requirements

• 2+ years of directly applicable experience, including experience at an RIA or broker-dealer firm.
• Understanding of separately managed account structures.
• Advanced proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Excellent internal and external communication and teamwork skills.
• Organized and detail-oriented approach.
• Ability to balance multiple internal and external requests while maintaining a client-centric approach.

Culture & Benefits

• Hybrid work schedule with at least four full days per week in an hirify.global office under the current workplace model.
• Flexible paid time off.
• 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution.
• Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
• Employee position with full-time hours.