Client Service Specialist II

Location: Midtown, New York, United States; onsite 4 days per week

Salary: $70,000–$90,000 per year

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Serve as the central point of contact for incoming client requests.
• Coordinate client, advisor, and support teams to execute and track requests.
• Communicate with clients daily and schedule meetings with advisory teams.
• Record requests in Salesforce and monitor completion.
• Retrieve and distribute client statements, tax documents, and reports.
• Generate portfolio reports, complete paperwork, and open accounts for existing clients.

Requirements

• Bachelor’s degree from an accredited institution.
• 3–5 years of professional experience.
• Experience with Salesforce, portfolio accounting software, DocuSign, and Microsoft Suite, or the ability to learn quickly.
• Strong verbal, written, analytical, organizational, communication, and follow-through skills.
• Ability to work independently, respond to client needs, and handle confidential matters with flexibility.
• Must have unrestricted authorization to work in the United States; U.S. citizens or permanent residents are generally required.

Culture & Benefits

• Collaborative, client-first working environment focused on service and professional development.
• 401(k) plan with employer matching.
• Medical, dental, vision, life, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.