Client Services Representative - Fulfillment & Close (Private Banking)

Location: PA - Pittsburgh - 301 Grant St, Floor 27; resident workstyle

Company

hirify.global is a financial services firm serving clients through private banking and related financial operations.

What you will do

• Review documents for new and existing private banking loans.
• Verify that required documents are accurately and precisely prepared against supporting documentation.
• Support client requests alongside Private Bank Fulfillment and Production teams.
• Coordinate loan documentation with relationship managers, sales representatives, portfolio managers, counsel, compliance, borrowers, and other authorized parties.
• Provide a detailed, thorough client experience across engagements.
• Improve operational processes and participate in assigned projects.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience; relevant fields include accounting, business administration, and finance.
• Minimum 4 years of financial industry experience, with bank operations and/or client service experience preferred.
• Working knowledge of loan documentation, loan processes, systems, and applicable lending requirements.
• Exceptional attention to detail, organization, prioritization, interpersonal, and communication skills.
• Analytical problem-solving ability, strong work ethic, and capacity to work independently.
• Ability to work effectively in a fast-paced, team-oriented environment and adapt to changing priorities; Microsoft Office proficiency is preferred.

Culture & Benefits

• Full-time position with a people-first culture focused on client service, integrity, collaboration, accountability, and continuous improvement.
• Benefits may include medical, dental, and vision coverage, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Travel is expected to be less than 25%.