Client Servicing Associate - Asset Management

Location: Onsite in Chicago, United States

Salary: $54,000–$70,000 per year

Company

hirify.global provides an investment management and accounting platform supporting asset management and insurance organizations.

What you will do

• Serve as the primary contact for client inquiries involving investment accounting, reporting, reconciliation, platform usage, and operational workflows.
• Manage servicing across multiple client entities, portfolios, custodians, currencies, and reporting requirements.
• Investigate and resolve issues using Clearwater front-office and back-office tools.
• Perform account setup, month-end lockdowns, reconciliations, compliance activities, and investment data validation.
• Support onboarding, portfolio transitions, custom reporting, and process improvement projects.
• 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 1 year of relevant experience in reconciliation, accounting, or finance.
• Excellent attention to detail, documentation, organizational, communication, and follow-through skills.
• Ability to work in a fast-paced, high-expectation environment with changing priorities.
• Proficiency in Microsoft Office, including Excel.
• Ability to work onsite in Chicago, United States.

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 PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.
• Health, vision, and dental insurance.
• 401(k), paid time off, parental leave, and medical leave.
• Short-term and long-term disability insurance benefits.