Client Service Associate (Financial Services)

Location: Evanston, Illinois; the advisory practice is located in Chicago, Illinois.

Salary: $65,000–$75,000 annually for unregistered candidates and $80,000–$100,000 annually for registered candidates.

Company

hirify.global is an independently owned and operated private wealth advisory practice affiliated with Ameriprise Financial Services, LLC.

What you will do

• Manage client contact and service activities in a fast-paced private wealth advisory practice.
• Prepare client meetings, including presentations, agendas, reports, illustrations, brochures, and new business documents.
• Complete follow-up documentation and maintain client data in financial planning tools and Salesforce/CRM.
• Prepare and submit new business paperwork, coordinate signatures and insurance applications, and support rollovers.
• Help clients use Ameriprise technology and develop knowledge of retirement readiness, workplace benefits, insurance, savings, and goal planning.
• Follow applicable compliance, legal, regulatory, and broker-dealer requirements while supporting advisors.

Requirements

• Bachelor’s degree from a four-year college or university.
• 2–5 years of relevant experience in a team-based client service environment.
• Strong client service, interpersonal, organizational, mathematical, analytical, and time-management skills.
• Strong computer skills; Microsoft Office and Salesforce/CRM knowledge is preferred.
• Already hold or be able to pass the Series 7, Series 66, and applicable state life, accident, and health insurance licensing exams within 150 days of employment.
• Fingerprinting and a background check are required under SEC regulations.

Nice to have

• Desire to progress into an Associate Financial Advisor role and obtain the CFP designation.

Culture & Benefits

• Inclusive and collaborative work environment.
• Opportunity for professional development and progression into an Associate Financial Advisor position.
• Work with a private wealth advisory practice focused on simplifying clients’ financial lives.
• Commitment to equal employment opportunity and an accessible recruitment process.