Client Service Associate - San Francisco

Location: San Francisco, CA; on-site, in-office work required

Salary: $31.20–$40.80 per hour

Company

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

What you will do

• Provide administrative support and oversight for lead advisors and strategic client-service needs.
• Prepare and process documentation for client onboarding, implementation, and ongoing maintenance.
• Coordinate with custodians on operational and tactical service matters.
• Collect, organize, and maintain accurate client and prospect data in Salesforce.
• Handle money movement requests, including capital calls, distributions, journals, trades, and asset transfers.
• Coordinate client touchpoints, post-meeting actions, calendaring, internal meeting preparation, and quality control for client paperwork.

Requirements

• 1–4 years of experience in an administrative role.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Windows.
• Self-motivated, organized, detail-oriented, and committed to providing exceptional client and team support.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred.
• Ability to learn position-related systems on the job.
• Must work full-time in the San Francisco office; the position is non-exempt.

Nice to have

• Experience in the financial services industry.
• Salesforce experience.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from Day 1, paid holidays, winter break, summer Friday flex-days, and unlimited volunteer time off.
• Paid training, certifications, licensing, professional development plans, coaching, and wellbeing support.
• Paid parental leave, adoption benefits, team-building and social events, and employee communities.
• Visa sponsorship is not available, and applicants requiring employment visa sponsorship now or in the future cannot be hired.