Part-Time Client Service Associate

Location: Hudson, Wisconsin, United States; on-site Monday–Thursday, 8:00 a.m.–2:00 p.m.

Pay range: $23.52–$39.17 per hour

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and financial institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Serve as the first point of contact for clients by phone, email, and in person.
• Schedule meetings, prepare documentation, coordinate follow-ups, and manage advisor calendars.
• Handle account maintenance requests, including beneficiary updates, address changes, RMDs, transfers, and online access inquiries.
• Process new account paperwork and client requests accurately while maintaining confidentiality and compliance records.
• Maintain accurate client records in the CRM, prepare reports and correspondence, and manage document scanning, filing, and mail.
• Coordinate with custodians, fund companies, and financial institutions to resolve account issues and support client events and communications.

Requirements

• Ability to work part-time on-site Monday–Thursday from 8:00 a.m. to 2:00 p.m., with flexibility as needed.
• Strong organizational skills, attention to detail, problem-solving ability, and professionalism.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
• Ability to learn and use CRM systems.
• Discretion, ethical conduct, and the ability to work independently and collaboratively.

Nice to have

• Associate or bachelor’s degree in business, accounting, finance, or a related field.

Culture & Benefits

• Collaborative, team-oriented work environment focused on client success.
• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and additional total rewards.