Client Service Specialist II (Wealth Management)

Location: Palm Beach, Florida, United States; onsite 4 days per week

Company

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

What you will do

• Support senior relationship managers with administrative and operational client requests.
• Act as a contact for day-to-day client questions and requests as directed by relationship managers.
• Complete sub-documents, wire transfers, client directives, and investment transaction entries in Black Diamond and CRM systems.
• Assist with reporting, reconciliation, internal projects, and client-specific household requests such as bill pay.
• Prepare and organize insurance, trust, estate, and tax documentation in coordination with accountants.

Requirements

• 5–7 years of experience, preferably in wealth management.
• Bachelor’s degree preferred; finance or business education is advantageous.
• High attention to detail, responsiveness, and strong time management.
• Excel and spreadsheet proficiency is advantageous.
• Familiarity with Black Diamond, Salesforce, and Wealthscape is advantageous.
• Unrestricted authorization to work in the United States is required; U.S. citizens or permanent residents are generally eligible.

Culture & Benefits

• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, AD&D, and disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts, Health Savings Accounts, dependent care, commuter, and transit benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.
• Collaborative, client-first environment focused on respectful and inclusive work.