Sr. Client Associate, Latin America Private Banking & Wealth Management (Private Banking)

Location: New York City, United States; hybrid role with 4 days per week in the office

Salary: $100,000–$120,000 base salary per year, plus annual bonus

Company

hirify.global is a global financial services firm providing private banking, wealth management, investor services, specialist expertise, and technology solutions.

What you will do

• Serve as the primary support contact for Latin American multi-family office client relationships.
• Handle client questions, account problem resolution, daily communication, onboarding, and administrative operations.
• Oversee transaction activity, asset transfers, portfolio reporting, client data requests, and account maintenance.
• Coordinate client instructions and operational work with Relationship Managers and central management teams.
• Maintain client meeting notes, communications, account reviews, and other records in the client database.
• Monitor compliance reports and escalate significant risk issues to senior Relationship Managers.

Requirements

• BA or BS degree.
• 5+ years of relevant experience in a client support role.
• Required experience in wealth management or private banking.
• Spanish language proficiency at a professional or native level is required.
• Advanced Microsoft Office skills, including Word, Excel, and PowerPoint.
• Strong problem-solving, communication, organizational, analytical, research, prioritization, and client-service skills.

Culture & Benefits

• Private-partnership environment with a focus on long-term client and employee relationships.
• Collaborative culture that encourages knowledge sharing, debate, and employee contributions.
• Professional development, mentoring, and access to internal resources.
• Benefits include long-term savings, healthcare, income protection, time off, and professional development opportunities.
• Compensation includes base salary, discretionary bonuses, and profit-sharing.