Client Success Specialist II (Wealth Management)

Location: Houston, TX, 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

• Serve as the central point of contact for client requests and coordinate execution with advisors and support teams.
• Communicate with clients daily and address their operational needs professionally.
• Enter client and advisor requests into Salesforce and track completion.
• Schedule meetings between advisory teams and clients.
• Retrieve and distribute client statements, tax documents, reports, and required paperwork.
• Generate portfolio reports 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 these tools quickly.
• Strong verbal, written, analytical, and organizational skills.
• Ability to work independently, follow through on client needs, and maintain confidentiality.
• Must be at least 18 years old and have unrestricted U.S. work authorization; proof of authorization is required.

Culture & Benefits

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