Client Service Manager (Financial Services)

Location: Hybrid role based in Phoenix, AZ; Austin, TX; or Westlake, TX

Salary: USD $26.44–$32.21 per hour, plus annual bonus

Company

hirify.global provides financial services, including retirement-plan servicing through intermediary relationships.

What you will do

• Serve as the primary contact and internal advocate for premier independent recordkeepers, registered investment advisors, and third-party administrators.
• Support complex trust and custody accounts while meeting established service-level standards.
• Introduce products and services, recommend enhancements, and educate clients through knowledge sharing and efficiency training.
• Coordinate with internal partners to provide timely and accurate responses to inquiries and service issues.
• Manage client expectations through proactive communication about projects, deliverables, and issue resolution.
• Investigate root causes, develop resolutions and alternatives, and escalate issues when appropriate.

Requirements

• At least 1 year of experience with qualified retirement plans in the financial industry, or with employee benefit plans providing trust, custody, or recordkeeping services.
• Excellent client-service, communication, organization, prioritization, and problem-resolution skills.
• Ability to handle complex work, work independently, manage multiple tasks, and develop a strong understanding of the business.
• Knowledge of qualified-retirement-plan rules, ERISA, and the regulatory environment for retirement accounts is preferred.
• Proficiency with Microsoft Office applications, including Word, Excel, and PowerPoint.
• Bachelor’s degree in finance, economics, business administration, or a related field is preferred.

Nice to have

• Experience with Salesforce and trust accounting systems such as SEI.
• Ability to plan and lead professional, consultative client meetings.
• Experience working with diverse groups and providing creative solutions to client needs.

Culture & Benefits

• Hybrid work and flexibility approach with regular in-person collaboration.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Four-week sabbatical after five years of service for eligible positions.
• Tuition reimbursement plus medical, dental, and vision insurance.