Sr Client Services Specialist (Trust Operations)

Location: Fully onsite in Denver, Colorado
1801 California Street, Suite 800, Denver, CO 80202

Salary: $24.00–$32.00 per hour, plus potential performance-based incentive compensation.

Company

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

What you will do

• Handle client inquiries through chat, written correspondence, incoming and outbound calls, and email.
• Research and resolve complex issues involving investments, account activity, transactions, and errors.
• Support clients, asset sponsors, financial advisors, attorneys, and CPAs with account opening, funding, investing procedures, fees, timelines, and ERISA guidelines.
• Follow KYC, fraud prevention, security, trust, IRS, and banking regulatory requirements.
• Manage low-level escalations, prepare professional correspondence, and maintain accurate issue reports.
• Analyze issue trends and recommend or assist with process improvements that enhance the client experience.

Requirements

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

Nice to have

• One to two years of experience in a fast-paced call center environment.
• Working knowledge of trust accounting systems, IRAs, and alternative assets.
• Certified IRA Services Professional (CISP) or Self-Directed IRA Professional (SDIP) designation.

Culture & Benefits

• Comprehensive medical, dental, and vision coverage for eligible associates.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Life, disability, mental health, employee assistance, identity theft protection, and legal support benefits.
• Tuition assistance, paid vacation, sick days, volunteer days, and holidays.
• Additional insurance options and access to an online discount marketplace.
• Benefit eligibility begins the first day of the month following hire for associates regularly scheduled to work at least 30 hours per week.