Client Service Associate (Private Banking)

Location: In-office in Pittsburgh, Pennsylvania, United States

Company

hirify.global is a banking and financial services company providing private banking, investment, fiduciary, and related financial products.

What you will do

• Develop and maintain long-term client relationships while managing expectations and satisfaction.
• Execute client requests, inquiries, and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research.
• Serve as a primary contact for clients, advisors, client teams, and service partners.
• Coordinate with advisors, middle office, and operations teams to fulfill requests and resolve issues.
• Identify opportunities to improve service and introduce digital self-service solutions.
• Track issues through resolution and escalate implementation or servicing problems when necessary.

Requirements

• Bachelor’s degree or a comparable combination of education, certification, and experience.
• Typically less than one year of professional experience or successful completion of a formal development program.
• Accuracy and attention to detail, effective communication, critical thinking, and the ability to manage multiple priorities.
• Knowledge of customer support policies, products and services, sales support, administration, and problem management processes.
• Ability to work in the Pittsburgh office; this is an in-office position.
• Employment visa sponsorship and STEM OPT participation are not available.

Culture & Benefits

• Inclusive workplace focused on respect, collaboration, customer service, and professional contribution.
• Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
• 401(k) matching, pension, stock purchase plans, life insurance, and disability protection.
• Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
• Educational assistance, wellness programs, dependent care support, and family-related reimbursements.