Client Service Associate (Private Wealth)

TL;DR

Client Service Associate (Private Wealth): Providing onboarding, administrative, and transaction support for trust and wealth accounts with an accent on high-net-worth client relationship management. Focus on ensuring fiduciary standards, processing complex client requests, and maintaining seamless service operations within a federally chartered savings bank.

Location: Must be based in Springfield, Massachusetts

Salary: $61,400–$77,300

Company

hirify.global is a purpose-driven financial services organization dedicated to helping clients preserve, grow, and transfer wealth through trust and fiduciary services.

What you will do

• Partner with Private Wealth Managers to support the onboarding and maintenance of high-net-worth client accounts.
• Handle direct client inquiries via phone and email, ensuring timely resolution of requests.
• Process financial transactions including bill pay, receipts, and remittances according to service level agreements.
• Participate in department initiatives and recommend process improvements to enhance service efficiency.
• Maintain accurate records and support administrative tasks during peak processing seasons.
• Exercise fiduciary standard of care in all client interactions and account management activities.

Requirements

• Associate’s degree or 4+ years of customer service/case management experience.
• Minimum 2+ years of professional experience in customer service or case management.
• Proficiency with Microsoft Office suite (Word, Excel, PowerPoint, Outlook).
• Must be able to pass a non-registered fingerprint background check for FINRA compliance.
• Strong interpersonal and communication skills with the ability to work independently.
• Ability to effectively reprioritize an evolving workload in a fast-paced environment.

Nice to have

• Familiarity with corporate trusts, estate settlement, or trust accounting principles.
• Experience working within broker/dealer or registered investment advisor (RIA) firms.
• Knowledge of private banking products and services.
• Willingness to pursue higher trust education and attend Trust School.

Culture & Benefits

• Collaborative environment that values diverse perspectives and continuous growth.
• Access to internal networks, learning, and development opportunities.
• Purpose-driven culture focused on integrity, responsibility, and long-term impact.
• Employee-led communities and forums fostering connection and inclusion.