Client Service Associate (Financial Services)

Location: Dallas, TX; on-site, Monday through Friday, 8:00 am–5:00 pm

Company

hirify.global is a purpose-driven registered investment adviser helping clients align wealth, passion, and purpose, with more than $30 billion in assets under advisement and over 300 teammates nationwide.

What you will do

• Provide administrative oversight and support to lead advisors on strategic and operational needs.
• Prepare and process documentation for client onboarding, implementation, and ongoing account maintenance.
• Coordinate with custodians and manage client and prospective-client data in Salesforce CRM.
• Handle money movement requests, including capital calls, distributions, journals, trades, and asset transfers.
• Complete post-meeting action items, calendaring, internal meeting preparation, and team task requests.
• Coordinate client touchpoints and perform quality control on client-related paperwork.

Requirements

• 1–4 years of experience in an administrative role; financial services experience is preferred.
• Proficiency with Microsoft Office Suite, including Word and Excel, is required.
• Self-motivated, organized, detail-oriented, and committed to providing exceptional client and team support.
• Ability to learn additional position-related systems on the job.
• Must work in the office in Dallas, Texas; this is a full-time, non-exempt position.
• Must not require employment visa sponsorship now or in the future.

Nice to have

• Undergraduate degree, preferably in Business, Economics, Finance, or Accounting.
• Experience with Salesforce.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with 100% matching up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of paid time off from the first day, paid holidays, winter break, and summer flex-days.
• Paid parental leave, adoption benefits, volunteer time off, and subsidized transit.
• Training reimbursement, career development plans, coaching, wellbeing support, and team-building and community activities.