Family Office - Client Service Associate

Location: Seattle, WA; on-site, in-office work required

Salary: $90,000–$110,000 per year

Company

hirify.global is a purpose-driven registered investment advisor helping individuals and high-net-worth families align wealth, passion, and purpose, with over $30 billion in assets under advisement and more than 300 teammates nationwide.

What you will do

• Partner with lead advisors to design and implement strategies for high-net-worth families.
• Attend select client meetings, analyze discussions, identify follow-up needs, and drive seamless execution.
• Act as a trusted liaison for families, custodians, and external partners while handling confidential information.
• Collect, analyze, and maintain complex financial, legal, and personal data in Salesforce and other firm systems.
• Evaluate onboarding and implementation documentation, oversee money movement requests, and verify accuracy, appropriateness, and compliance before approval.
• Lead quality control, support strategic Family Office projects, and identify ways to improve the client experience.

Requirements

• 3–5 years of experience in professional services, financial services, a family office, or a multi-family office environment, including direct client-facing responsibilities.
• Professional presence and excellent communication skills for engaging with clients, advisors, and external partners.
• Self-motivation and a strong commitment to providing exceptional support.
• Strong organizational skills and excellent attention to detail and accuracy.
• Ability to handle sensitive client information with discretion and professionalism.
• Proficiency in Microsoft Office Suite.
• The role is full-time, exempt, and performed in the office.

Nice to have

• Undergraduate degree, preferably in Business, Economics, Finance, or Accounting.
• Salesforce experience.

Culture & Benefits

• Fully paid medical, dental, and vision coverage; 401(k) match up to 3%; equity ownership opportunities; and financial planning discounts.
• Minimum three weeks of PTO from Day 1, winter break, summer Friday flex-days, paid holidays, unlimited volunteer time, and subsidized transit.
• Reimbursement for required training, certifications, licensing, and dues, plus career development plans, coaching, training, and a wellbeing stipend.
• Quarterly team-building events, social events, book clubs, committees, and affinity groups.
• Paid parental leave, adoption benefits, and anniversary milestone benefits including a three-month paid sabbatical after 10 years.
• Inclusive, collaborative, community-focused culture centered on equity, respect, continuous learning, and authentic relationships.