Sr. Associate - New Accounts: Entity & Foreign Team (Fintech)

Location: Hybrid; three in-office days per week, averaging 12 days per month, in Saint Petersburg, Florida; Memphis, Tennessee; or Southfield, Michigan, United States.

Employment: Full time.

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

• Support both the SOS Team and Transitions Team centers of excellence within the New Accounts department.
• Apply organizational policies, procedures, regulatory codes, and codes of conduct to daily work.
• Handle telephone, email, and mail inquiries, escalating complex matters when needed.
• Initiate internal and external communications to convey requests, provide instructions, and obtain information.
• Create, update, and support Microsoft documents, databases, and departmental systems, including budget and time-and-expense records.
• Manage complex or non-routine client cases and inquiries.

Requirements

• Completed high school education is required.
• 7–12 months of general work experience.
• Intermediate ability to work thoroughly and accurately, typically with guidance.
• Intermediate ability to monitor and support allocated customers, typically with guidance.
• Intermediate ability to operate client management systems, typically with guidance.
• Clear and effective verbal communication for expressing ideas, requesting actions, and formulating plans and policies.
• Ability to work the required hybrid schedule at one of the three listed United States locations.

Culture & Benefits

• Hybrid-friendly schedule combining flexibility and collaboration.
• Travel is expected to be less than 25%.
• Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid time off; and parental leave.
• Work is guided by developing, collaborating, deciding, delivering, and improving, with emphasis on professional growth, accountability, inclusion, and continuous improvement.
• Equal opportunity employment with decisions based on merit and business needs.