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 registered investment adviser focused on aligning clients’ wealth, passion, and purpose, with more than $30 billion in assets under advisement and 300+ teammates nationwide.

What you will do

• Partner with lead advisors to design and implement strategies for high-net-worth and multi-family office clients.
• Attend selected client meetings, analyze discussions, identify follow-up needs, and drive next steps.
• Act as a liaison for families, custodians, and external partners while handling confidential financial and household information.
• Collect, analyze, and maintain financial, legal, and personal data in Salesforce and other firm systems.
• Evaluate onboarding and implementation documentation and oversee money movement requests, including capital calls, distributions, trades, and transfers.
• Lead quality control and client experience initiatives while collaborating on strategic Family Office projects.

Requirements

• 1–4 years of direct client-facing experience in professional services, financial services, a family office, or a multi-family office.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred.
• Excellent communication, organization, problem-solving, and attention-to-detail skills.
• Ability to exercise sound judgment and discretion when handling sensitive client information.
• Proficiency in Microsoft Office Suite required; Salesforce experience is a plus.
• Full-time, exempt, in-office position in Seattle.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• At least three weeks of PTO from Day 1, winter break, summer Friday flex-days, and 10 paid holidays.
• Paid parental leave, adoption benefits, subsidized transit, and cell phone data reimbursement.
• Training, certification, licensing, professional dues, career development plans, coaching, and wellbeing stipends are supported.
• Team-building and social events, book clubs, committees, affinity groups, and volunteer programs.