National Account Client Service Associate (Finance)

Location: Hybrid position based out of the New York City, NY office; employees must attend the office on a scheduled frequency.

Salary: $65,000–$70,000 per year for New York and California-based candidates, plus potential cash incentive.

Company

hirify.global is a privately owned global asset manager focused on investment management across equities, fixed income, multi-asset strategies, ETFs, and private investments.

What you will do

• Support National Account Sales, Relationship Management, Platform Development, and internal business partners with client service and business development projects.
• Coordinate intermediary home office product launches, product changes, client communications, and fund updates across business lines.
• Support due diligence reviews, intermediary oversight, client questionnaires, compliance mailings, and deadline tracking.
• Track product availability on client platforms and maintain client-facing product documentation.
• Coordinate standard client content requests, presentations, client conferences, events, and research due diligence meetings.
• Support efforts to maintain placements within model portfolios and recommended lists of major intermediary distribution partners.

Requirements

• 2–4 years of experience in the financial industry and understanding of financial services distribution.
• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• Analytical, interpersonal, relationship management, written, and verbal communication skills.
• Strong organization, time management, attention to detail, and process management skills.
• Understanding of investment terminology, investment philosophy, and investment disciplines.
• Proficiency with investment databases and analytical software such as Bloomberg, FactSet, Barra, Morningstar, Lipper, or Zephyr, as well as Microsoft Office, Copilot, and Salesforce.
• Must be authorized to work in the U.S. without visa sponsorship now or in the future.

Nice to have

• Series 7 and 63 licenses.

Culture & Benefits

• Competitive compensation package with a bonus plan.
• Generous paid time off and competitive benefits.
• 401(k) with a 5% company match plus an annual performance-based discretionary contribution.
• Tuition reimbursement, formal mentorship, and live and online learning opportunities.
• Collaborative, client-focused, curious, adaptable, and compliance-oriented work culture.