Client Service Manager

Location: San Francisco, California, United States. The work arrangement and proportion of on-site and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and may need a valid work or study permit.

Salary: $90,000–$110,000 per year, based on experience, qualifications, and location. Additional incentive compensation may be available.

Company

hirify.global is a relationship-oriented bank providing financial and private wealth management services.

What you will do

• Provide high-touch service to Private Wealth Management clients and maintain strong client relationships.
• Manage new account onboarding, account openings, funding facilitation, cost basis input, and account maintenance.
• Handle inquiries related to transactions, holdings, balances, charitable gifts, address changes, and tax reporting.
• Process checks, ACH payments, wires, journal transfers, quarterly tax payments, IRA contributions, and required minimum distributions accurately and on time.
• Research and resolve client issues, anticipate needs, and identify opportunities for continuous improvement.
• Support Relationship Managers with client presentations, investment portfolio implementation, trading, portfolio maintenance, and staff training.

Requirements

• Bachelor’s degree.
• 5+ years of financial industry experience, including client service experience with high-net-worth clients.
• Fundamental understanding of investments and capital markets; experience with trust accounts is preferred.
• Strong organizational, multitasking, communication, problem-solving, and follow-up skills.
• Ability to work independently and collaborate with Relationship Managers, Client Service Managers, custodians, and operations teams.
• Proficiency in Microsoft Word, PowerPoint, Outlook, and Excel; familiarity with Schwab and Fidelity platforms is preferred.

Culture & Benefits

• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, and holidays.
• 401(k), banking benefits, incentive pay, wellbeing support, and employee recognition programs.
• Professional growth opportunities, development support, and a paid Purpose Day.
• Inclusive and accessible candidate experience with accommodation support available.

Hiring process

• The process may include an attribute-based assessment and skills tests, including MS Office or simulation exercises.