Trust Operations Specialist - Client Service (Banking)

Location: Fully onsite in Denver, Colorado at 1801 California Street, Suite 800.

Salary: $22.61–$27.25 per hour, with possible performance-based incentive compensation.

Company

hirify.global provides banking and trust services, including support for alternative asset investments.

What you will do

• Answer client, advisor, asset sponsor, attorney, and CPA questions through chat, correspondence, phone, and email.
• Research and resolve complex account, investment, transactional, and compliance issues.
• Educate clients and advisors on alternative assets, fees, account opening, funding, investing procedures, and ERISA guidelines.
• Follow KYC, security, fraud prevention, trust, banking, IRS, and other regulatory requirements.
• Prepare correspondence, archive documents, file issue reports, and analyze service trends.
• Recommend and support process improvements that enhance the client experience.

Requirements

• High school diploma or GED required; bachelor's degree preferred.
• At least 2 years of customer success experience involving highly detailed transactions.
• Knowledge of trust accounting systems, IRAs, alternative assets, operational procedures, and banking products.
• Proficiency in IRC 4975, prohibited transactions, ERISA guidelines, IRS Publication 590, and related regulatory requirements.
• Excellent verbal and written communication, customer service, multitasking, mentoring, and basic troubleshooting skills.
• Intermediate computer skills, including Microsoft Office and banking software, with the ability to work across more than 25 software applications.

Nice to have

• One to two years of experience in a fast-paced call center environment.
• Certified IRA Services Professional (CISP) designation.
• Self-Directed IRA Professional (SDIP) designation.

Culture & Benefits

• Healthcare coverage including medical, dental, and vision plans.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Life and disability insurance, employee assistance, mental health resources, and identity theft protection.
• Tuition assistance, legal support, insurance discounts, and an online discount marketplace.
• Paid vacation, sick days, volunteer days, and holidays; benefits begin the first day of the month following hire for eligible associates scheduled for at least 30 hours weekly.