Lead Client Servicing Associate

Location: Onsite office in Boise, United States

Company

hirify.global operates a platform supporting investment accounting, reporting, reconciliation, fund accounting, and related workflows for asset management and insurance clients.

What you will do

• Serve as the primary contact for client inquiries involving investment accounting, reporting, reconciliation, platform usage, and operational workflows.
• Manage day-to-day servicing across complex portfolios, multiple client entities, custodians, currencies, and bespoke reporting requirements.
• Investigate and resolve issues using Clearwater front- and back-office tools.
• Perform account setup, month-end lockdowns, reconciliations, compliance activities, and investment data validation.
• Coordinate onboarding, portfolio transitions, custom reporting, and process improvement projects across stakeholders.
• Identify recurring issues and product gaps while contributing to documentation and scalable best practices.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• At least 2 years of directly applicable reconciliation, accounting, or finance experience.
• Excellent attention to detail, documentation, organization, and stakeholder communication skills.
• Ability to manage changing priorities in a fast-paced, high-expectation environment.
• Proficiency in Microsoft Office, including Excel.
• Experience supporting large institutional clients is strongly preferred.

Nice to have

• Salesforce or Salesforce CRM experience.
• Familiarity with AI applications.

Culture & Benefits

• Cross-functional collaboration across servicing, reconciliation, product, delivery, billing, sales, and global delivery.
• Exposure to Clearwater tools including PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.
• Opportunity to develop client partnership, investment operations, product knowledge, and process innovation capabilities.