Client Service Manager (Private Wealth)

Location: Boston, MA, United States. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview.

Salary: $80,000–$95,000 annually, based on experience, qualifications, and location. Additional incentive compensation may be available.

Company

hirify.global is a relationship-oriented bank providing banking and Private Wealth services for modern clients.

What you will do

• Deliver high-touch service to Private Wealth Management clients and maintain professional client relationships.
• Manage new account onboarding, account openings, funding, cost basis input, and ongoing account maintenance.
• Handle client inquiries and requests involving transactions, holdings, balances, charitable gifts, address changes, and tax reporting.
• Process money movements, including checks, ACH transactions, wires, journal transfers, quarterly tax payments, IRA contributions, and RMDs.
• Research and resolve client issues, anticipate needs, and identify opportunities for continuous operational improvement.
• Support Relationship Managers with presentations, investment portfolio strategy and implementation, trading, portfolio maintenance, and staff training.

Requirements

• Bachelor’s degree and 5+ years of financial industry experience in a client service role.
• Experience supporting high-net-worth clients; trust account experience is preferred.
• Strong organizational, multitasking, communication, problem-solving, and follow-up skills.
• Fundamental understanding of investments and capital markets.
• Proficiency in Microsoft Word, PowerPoint, Outlook, and Excel; familiarity with Schwab and Fidelity platforms is preferred.
• Must be legally eligible to work in the specified United States location; visa sponsorship is not available.

Nice to have

• Certified Financial Planner (CFP) certification.
• Experience working with trust accounts.
• Familiarity with Schwab and Fidelity platforms.

Culture & Benefits

• Collaborative, team-oriented environment focused on trust, teamwork, accountability, and client service.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, and holidays.
• 401(k), incentive pay, banking benefits, wellbeing support, and employee recognition programs.
• Purpose Day, a paid day dedicated to personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests such as MS Office or simulation assessments.
• Accessible candidate accommodations are available upon request.