Client Service Associate (Fiduciary)

Location: In-office in Cleveland, Ohio (44114), United States

Base salary: $52,500–$87,500 per year, plus incentive-eligible compensation.

Company

hirify.global is a financial services company with a Private Bank organization focused on client relationships and fiduciary services.

What you will do

• Develop and maintain long-term client relationships while managing expectations and satisfaction.
• Process client requests and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research.
• Serve as a point of contact for clients, client teams, and service partners, escalating implementation and servicing issues when needed.
• Coordinate with internal partners to identify issues, solve problems, and track resolutions.
• Identify opportunities to improve service through digital tools and client self-service solutions.
• Collect client feedback and recommend service improvements.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• Less than one year of professional experience may be sufficient, or successful completion of a formal development program.
• Strong accuracy and attention to detail, communication, critical thinking, decision-making, and adaptability.
• Ability to manage multiple priorities, follow customer support policies and procedures, and support financial products and services.
• Must work in the Cleveland, Ohio office; hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.
• No required certifications, licenses, or language assessments.

Culture & Benefits

• Inclusive, supportive in-office workplace with an emphasis on customer focus and enterprise risk management.
• Medical, prescription, dental, vision, life, and disability coverage options.
• 401(k) matching, pension, stock purchase plans, and dependent care support.
• Educational assistance, wellness programs, and financial incentives.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.