Client Service Lead (Wealth Management)

Location: Morristown, New Jersey, United States; required to work onsite 4 days per week.

Salary: $90,000–$125,000 USD per year.

Company

hirify.global is a U.S. wealth management platform serving more than 15,000 clients through over 40 offices and managing more than $220 billion in client assets.

What you will do

• Lead and oversee Client Service Associates, setting priorities, distributing workload, and monitoring performance.
• Coordinate with clients, advisors, internal teams, and third parties on operational and administrative client activities.
• Monitor execution quality, timeliness, progress, and client satisfaction.
• Drive team-level process improvements, change initiatives, and more efficient service delivery.
• Coach and develop junior team members through structured guidance, feedback, and training.
• Maintain accurate client data in systems such as Salesforce and Addepar while ensuring compliance with firm policies and regulations.

Requirements

• Bachelor’s degree.
• At least 5 years of experience in financial services, including 3 years in a leadership or supervisory role.
• Experience leading, developing, and inspiring high-performing teams.
• Strong strategic thinking, decision-making, analytical, organizational, and communication skills.
• Advanced proficiency in CRM systems, preferably Salesforce, Microsoft Office Suite, and Excel.
• Must have unrestricted work authorization in the United States; U.S. employment opportunities are generally limited to U.S. citizens or permanent residents.

Culture & Benefits

• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, 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.