Client Associate

Location: New York, NY, United States; full-time, onsite role

Salary: $80,000–$100,000 per year, plus discretionary bonus and eligible benefits.

Company

hirify.global provides investment management services across mutual fund, institutional, and private wealth channels.

What you will do

• Serve as a primary contact for existing and prospective clients and Wealth Managers, handling inquiries, service requests, follow-up, and issue resolution.
• Establish and maintain individual and entity accounts, including document preparation, KYC data gathering, quality control, funding coordination, and account updates.
• Process disbursements, securities gifting, ACATs, DTC transfers, account feature changes, and other client requests accurately and on time.
• Prepare client meeting presentations, account performance and attribution materials, fundraising support materials, reporting, tax documents, and account documentation.
• Support the eClient online reporting portal, maintain accurate records and activity logs, and assist with ad hoc team projects.
• Act as a backup equity trader by executing trades through Charles River and Aladdin, monitoring open orders and settlement activity, and following portfolio manager direction and firm trading policies.

Requirements

• Bachelor’s degree and at least 2 years of relevant experience.
• SIE, Series 7, and Series 66 licenses required, or ability to obtain them within the firm’s timeline.
• Excellent written and verbal communication skills for working with a diverse, high-net-worth client base.
• Strong organization, attention to detail, follow-through, prioritization, and multitasking skills.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Must already have authorization and the right to work in the United States without current or future sponsorship.

Culture & Benefits

• Collaborative, proactive, service-oriented environment with a high standard of personal accountability.
• Paid time off and medical, dental, and vision insurance for eligible employees.
• Retirement, life insurance, and other comprehensive benefits for eligible employees.
• Additional discretionary bonus eligibility.
• Focus on client service, investment excellence, and sustainable business practices.