Client Service & Operations Associate (Investments)

Location: Hybrid in Boston, MA or New Haven, CT, United States. Authorization to work in the United States is required.

Salary: $58,500–$99,500 annually; the stated range applies when the work is performed in Connecticut and may be adjusted for another location.

Company

hirify.global is a tax-exempt Catholic fraternal benefit society providing financial security through insurance, investment, and annuity products, with profits supporting charitable and faith-based initiatives.

What you will do

• Build proactive service relationships with clients, shareholders, Operations, Compliance, Portfolio Managers, Sales and Marketing, custodians, and other business partners.
• Onboard new client relationships using correspondence, reports, custodial paperwork, account paperwork, and advisory agreements.
• Service existing relationships, including calls, meetings, requests, money and asset movements, and prompt follow-up.
• Coordinate between Operations and Client Service/Sales, resolve issues, troubleshoot performance calculations, and support client and investment reviews.
• Provide sales support for financial intermediaries, consultants, shareholders, clients, platforms, and other partners.
• Manage and improve client reporting while supporting CRM data accuracy and firm-wide initiatives.

Requirements

• BA or BS degree.
• 3–7 years of experience in financial services, with a strong background in Operations and Client Service.
• Strong operational background, especially in client onboarding, and familiarity with operational procedures.
• Exceptional written and verbal communication, professionalism, attention to detail, proactive follow-up, and time-management skills.
• Ability to handle changing priorities, pressure, short deadlines, and work independently and collaboratively.
• Microsoft Office suite proficiency required.
• Ability to remain stationary for a majority of the workday.

Nice to have

• Investment product knowledge.
• Salesforce CRM experience; Microsoft Dynamics or similar is desirable.
• Knowledge of database software.
• Knowledge of Advent APX, Microsoft Dynamics, and Fidelity documentation.

Culture & Benefits

• Hybrid work in Boston or New Haven with flexible workweek schedules.
• 13 paid holidays, vacation, and paid sick leave.
• Certifications, professional designations, tuition reimbursement, and an opportunity to obtain SIE, Series 7, and Series 66 FINRA licenses.
• 401(k) plan with matching contributions and company-funded cash balance retirement plans.
• Health, dental, vision, disability, life insurance, Health Savings Account contributions, parental leave, employee assistance, and health club membership reimbursement.