Client Service Specialist (Wealth Management)

Location: Boulder, Colorado, United States; onsite

Salary: $55,000–$70,000 annually

Company

hirify.global provides wealth management services and supports clients with account administration, financial planning documentation, reporting, and investment-related service.

What you will do

• Handle service-related matters for wealth management clients and their accounts.
• Process new business, onboard clients, open and close accounts, and maintain account records.
• Process money movements and assist with client wire transfers.
• Prepare retainer agreements, financial plan fee agreements, Investment Advisory Agreements, Investment Policy Statements, and related account documents.
• Prepare client reporting, tax information packages, correspondence, and quarterly or ad-hoc communications.
• Coordinate client reviews, Salesforce tracking, team administration, and collaboration with Operations.

Requirements

• Bachelor’s degree or equivalent experience.
• 2–6 years of client service experience in the financial industry, such as brokerage or banking.
• Working proficiency with Microsoft Office, including Excel, Outlook, Word, Mail Merge, Adobe, and PowerPoint.
• Knowledge of account structures, investments, tax, banking, or financial analysis is beneficial.
• Strong organizational, analytical, communication, interpersonal, prioritization, and multitasking skills.
• Ability to maintain confidentiality, protect client and company data, and uphold high ethical standards.

Nice to have

• Salesforce experience.
• Financial analytical skills and knowledge of account structures and investments.
• Tax, banking, and investment knowledge.
• Experience working on interdepartmental teams.

Culture & Benefits

• Fast-paced, dynamic, team-based work environment.
• Medical, dental, and vision insurance.
• 401(k) and Health Savings Account.
• Paid maternity and parental leave.
• Tuition reimbursement.