Client Service Associate (Wealth Management)

Location: In-office in Oak Brook, Illinois, United States

Salary: $25.85–$43.08 per hour

Company

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

What you will do

• Provide daily support to financial advisors and clients regarding account activity, policies, documentation, distributions, RMDs, and tax forms.
• Submit account instructions, research complex issues, and coordinate with internal departments to resolve requests.
• Educate clients and advisors on services and technologies such as eSignature and paperless options.
• Manage operational reports related to cash management and distributions, complete special projects, and promote digital adoption.
• Schedule meetings, prepare meeting materials, update CRM records, process expense reports, and support peer development.

Requirements

• 2+ years of experience in the financial industry, preferably in wealth management.
• 2+ years of experience in client service.
• Strong attention to detail, organization, communication, time management, analytical, and problem-solving skills.
• Ability to explain complex information clearly and build relationships with clients, coworkers, and internal partners.
• Ability to work in the Oak Brook, Illinois office.

Nice to have

• Desire to obtain industry licenses such as SIE, Series 7, and Series 66.
• Experience with Outlook, Word, and Excel.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to contribute to cost-saving initiatives, process improvements, and cross-functional projects.