Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.

Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.

Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.

As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.

As a Client Service Associate, you will play a critical role in delivering a high-touch, client-first experience to HNW families and individuals. You will serve as a trusted partner to clients, Portfolio Managers, and internal teams, ensuring operational excellence, thoughtful execution, and seamless service across our client relationships.

Key Responsibilities

• Serve as a primary point of contact for clients, delivering responsive, professional service via phone, email, and in person while building trusted, long-term relationships.
• Investigate, research, and resolve client inquiries and service issues using sound judgment; escalate complex matters as appropriate.
• Manage the onboarding and transition of new clients by coordinating account openings, transfer requests, and account reconciliations for individuals and entities including trusts, LLCs, and LPs.
• Implement and support financial planning and investment-related transactions, including IRA contributions and conversions, 401(k) rollovers, gifting, charitable contributions, and cash management activities.
• Execute and maintain client transactions within custodian systems via checks, EFT, wire transfers, etc.
• Collaborate with Portfolio Managers, internal teams, and external stakeholders (including accountants, attorneys, trustees, and financial institutions) to ensure cohesive and timely client service.
• Create, maintain, verify, and update accurate client records, including documentation, contact information, and service requests, within CRM (Salesforce).
• Manage and track documentation, workflows, and client requests through CRM systems to ensure timely follow-up and completion.
• Manage and track illiquid assets and alternative investment accounts, subscriptions, transfers, and redemptions.
• Prepare, analyze, and distribute various reports using custodian and data aggregation platforms.
• Assist in reviewing, improving, and maintaining standard operating procedures related to reporting, presentations, and client service processes.

Competencies

• Client-first mindset grounded in care, accountability, and fiduciary responsibility.
• Service-oriented professional with a strong foundation in client service or financial services support.
• Clear, thoughtful communicator with the ability to convey information professionally and with appropriate judgment.
• Sound decision-making skills with the ability to assess situations, prioritize effectively, and escalate when appropriate.
• Proactive, responsive, and dependable, with strong follow-through on client needs and commitments.
• Highly organized and detail-oriented, with the ability to manage multiple priorities in a dynamic environment.
• Collaborative team player who works effectively across functions while also operating independently.
• Commitment to operational excellence, accuracy, and continuous improvement.
• Comfortable leveraging technology and firm systems (e.g., Salesforce, portfolio accounting platforms, DocuSign, Microsoft Office).

Qualifications

• Bachelor’s degree
• Minimum 3-5 years of experience in financial services, investment advisory preferred.
• General understanding of the wealth management industry

At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

No agencies please.