Client Service & Operations Associate (Investments)

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

Salary: $58,500–$99,500 per year

Company

hirify.global is a Catholic fraternal benefit society providing financial security products and services to members and their families, with profits supporting charitable and faith-based initiatives.

What you will do

• Build proactive relationships with clients, shareholders, custodians, Operations, Compliance, Portfolio Management, Sales, Marketing, and other business partners.
• Onboard new client relationships by managing correspondence, custodial paperwork, account documentation, reports, and advisory agreements.
• Service existing client relationships, including calls, meetings, requests, money and asset movements, and timely follow-up.
• Prepare materials for client calls and investment reviews while providing sales support to intermediaries, consultants, platforms, and other partners.
• Manage and continuously improve the client reporting process, increasing efficiency and accuracy.
• Resolve operational and client-service issues, troubleshoot performance calculations, maintain CRM data, and support firm-wide projects.

Requirements

• BA or BS degree.
• 3–7 years of experience in financial services, with a strong background in Operations and Client Service.
• Strong operational knowledge, including client onboarding, custodial websites, and onboarding documentation.
• Required proficiency with Microsoft Office; experience with Salesforce CRM and database software.
• Excellent written and verbal communication, attention to detail, time management, professionalism, and ability to manage changing priorities.
• Must already be authorized to work in the United States; visa sponsorship is not available.

Nice to have

• Investment product knowledge and familiarity with operational procedures.
• Experience with Advent APX, Microsoft Dynamics, and Fidelity documentation.
• Interest in obtaining the SIE, Series 7, and Series 66 FINRA licenses.

Culture & Benefits

• Purpose-driven work supporting family, faith, members, and charitable initiatives.
• 13 paid holidays, vacation, paid sick leave, and flexible workweek schedules.
• Certification, designation, and tuition reimbursement opportunities.
• 401(k) 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.