Client Service Associate (Fintech)

TL;DR

Client Service Associate (Fintech): Supporting the Separately Managed Accounts business by managing new account setups, processing requests, and providing high-level service to institutional and retail clients. Focus on maintaining seamless communication across internal departments and external custodians while ensuring operational excellence in a collaborative financial services environment.

Location: Must be based in Seattle, WA (Hybrid: 4 days per week in-office required).

Salary: $80,000 - $85,000 Base/year.

Company

hirify.global is a leading independent global investment firm dedicated to providing diverse investment strategies and vehicles to clients worldwide.

What you will do

• Manage new account setups, change requests, and cash processing for RIA and Broker Dealer clients.
• Provide white-glove service to retail investors, institutions, and advisors via team communication channels.
• Address high-level portfolio and strategy inquiries from clients.
• Coordinate with custodians for service-related matters and documentation.
• Maintain client information and track interactions within Salesforce CRM.
• Collaborate with portfolio management, operations, and trading teams to ensure a seamless client experience.

Requirements

• 3+ years of directly applicable experience in a financial services, RIA, or Broker Dealer firm.
• Strong understanding of separately managed account structures.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent communication and teamwork skills.
• Strong organizational and detail-oriented mindset.
• Must be able to work in the Seattle office 4 days per week.

Culture & Benefits

• Comprehensive compensation package including 401(k) matching up to 6%.
• Flexible paid time off and parental leave benefits.
• Health and wellbeing programs.
• Employee stock purchase plan.
• Collaborative, inclusive work environment focused on professional growth.