Client Relationship Associate, Wealth Management

Location: Boston Seaport, Massachusetts; five days per week onsite

Salary: $70,000–$80,000 USD annual base salary, plus potential incentive compensation

Company

hirify.global provides financial services focused on helping individuals and communities achieve better financial outcomes.

What you will do

• Serve as a primary contact for retail clients and retirement plan participants, handling approximately 30 inbound service calls daily.
• Manage funding paperwork, account documentation, new account processing, and open items through completion.
• Assist with brokerage account servicing, trading, mutual fund transactions, and funding of self-directed online accounts.
• Support retirement asset rollovers by coordinating with participants, carriers, plan sponsors, agents, brokers, and internal partners.
• Follow up proactively, resolve client issues, and keep Wealth Consultants focused on advising.
• Use activity metrics and client feedback to improve service while maintaining regulatory and fiduciary standards.

Requirements

• Curiosity, strong customer-service instincts, and demonstrated relationship-building experience in a phone-based or client-facing environment.
• Strong written and verbal communication skills, technical aptitude, and attention to detail.
• Ability to manage multiple priorities in a fast-moving environment.
• Bachelor’s degree in finance or a related business field preferred.
• Ability to work onsite five days per week at the Boston Seaport location.
• Willingness to pursue the SIE, Series 7, and Series 66 licenses with company-supported study time.

Nice to have

• Background in defined contribution plans or retail investment products.

Culture & Benefits

• Customer-focused environment centered on learning, performance, discipline, and continuous improvement.
• Health, dental, vision, and life insurance plans.
• 401(k) plan with company matching contributions of up to 6% and an employer-paid cash balance retirement plan.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, nine company holidays, a Diversity Celebration Day, and 40 hours of paid volunteer time annually.