Client Associate

Location: New York, NY; applicants must already be authorized to work in the United States without current or future sponsorship.

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

Company

hirify.global provides investment management services through its Quality Equity Group for institutional and private wealth clients.

What you will do

• Serve as a primary contact for existing and prospective clients and support end-client requests through hirify.global Wealth.
• Manage client onboarding and account servicing, including account opening, KYC review, maintenance requests, funding coordination, disbursements, securities gifting, and transfers.
• Prepare and review client meeting presentations, communications, account documents, performance reports, and tax materials.
• Support the client online reporting portal and maintain accurate records and activity logs across internal systems.
• Serve as backup equity trader by executing trades in Charles River and Aladdin, monitoring open orders and settlements, and following portfolio manager direction and firm policies.
• Collaborate with Portfolio Management, Operations, Compliance, and Business Controls on client needs and ad hoc projects.

Requirements

• Bachelor's degree.
• 0–2+ years of experience.
• SIE, Series 7, and Series 66 licenses, or the ability to obtain them within the firm's timeline.
• Excellent written and verbal communication skills and a professional, warm manner with high-net-worth clients.
• Strong organization, attention to detail, follow-through, and the ability to prioritize multiple tasks in a fast-paced, client-driven environment.
• Proficiency in Word, Excel, and PowerPoint.
• Collaborative, proactive, and accountable approach.
• Passion for client service, investment excellence, and sustainable business practices.

Culture & Benefits

• Full-time role with opportunities to grow within the Quality Equity Group and take on increasing responsibility.
• Paid time off, medical, dental, and vision insurance.
• Retirement and life insurance benefits for eligible employees.
• Additional benefits and discretionary bonus eligibility.