Client Service Associate - Senior (Wealth Management)

Location: Madison, WI, United States

Company

hirify.global is an advisory, tax, and assurance firm providing professional services through its U.S. practices and global network.

What you will do

• Serve as a primary point of contact for client requests and maintain strong client relationships.
• Assist with account maintenance, openings, transfers, beneficiary updates, distributions, and onboarding documentation.
• Coordinate client meetings, prepare materials, and follow up on action items.
• Support financial advisors with client reviews, reports, performance summaries, correspondence, and implementation of recommendations.
• Maintain accurate records in CRM and portfolio management systems, including Addepar for family wealth insights clients.
• Support compliance administration, documentation requirements, data integrity, and process improvement initiatives.

Requirements

• Bachelor’s degree.
• 3+ years of experience, ideally in financial services, wealth management, banking, or client service.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite.
• Professional judgment, problem-solving ability, integrity, confidentiality, and a team-oriented mindset.

Nice to have

• Experience in an RIA, wealth management, or investment advisory environment.
• Familiarity with Schwab, Fidelity, Pershing, or similar custodial platforms.
• Experience with Redtail, Salesforce, eMoney, or similar CRM systems.
• FINRA Series 65 certification or willingness to obtain applicable licensing.

Culture & Benefits

• Full-time employment.
• Comprehensive compensation and benefits package for eligible employees.
• Compensation is influenced by skills, experience, qualifications, certifications, work arrangements, and geographic location.

Salary: $69,740–$91,528 annually.