Client Solutions Consultant - Wealth Management

Location: Hybrid, Chicago, IL, United States

Salary: $85,900–$145,900 USD base pay annually

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Coordinate assigned client onboarding and transition events from intake through completion, including documentation, account opening, funding, asset movement, fee setup, status communication, issue resolution, and service handoff.
• Communicate with clients, relationship teams, onboarding partners, operations, risk and control partners, and subject matter experts to clarify requirements and move work forward.
• Coordinate workstreams across Trust, Banking, Brokerage, Funding, AML/KYC, Investment, Fee, Tax Cost, Statement Review, and other specialty teams.
• Review submissions and documentation, track milestones, owners, dependencies, target dates, open items, and completion progress.
• Coordinate ACAT, DTC, non-ACAT, cash funding, prior custodian follow-up, settlement timing, and outstanding asset activities.
• Identify process gaps and improvement opportunities and contribute to playbooks, job aids, training materials, and team practices.

Requirements

• Experience in wealth management, client onboarding, trust or banking operations, client servicing, account opening, or related financial services operations.
• Working knowledge of onboarding workflows, documentation requirements, operational processes, or client servicing standards.
• Ability to manage multiple assigned activities and priorities while maintaining accuracy, responsiveness, and appropriate risk awareness.
• Ability to communicate directly with clients and collaborate across relationship, onboarding, operations, and subject matter expert teams through completion.
• Strong written and verbal communication skills, including the ability to provide clear status updates and communicate requirements practically.
• Proficiency with workflow tools, case management systems, Microsoft Office applications, and shared tracking mechanisms.
• Strong attention to detail, organization, follow-through, problem solving, and judgment regarding when to seek guidance or escalate.
• Applicants must be authorized to work in the U.S. without employment-based visa sponsorship now or in the future.

Nice to have

• Knowledge of IJNT, Partner Workstation, BPM, SmartIQ, account documentation, funding, account coding, statement review, or documentation imaging processes.
• Experience coordinating client onboarding, account opening, funding, asset transfer, or service implementation activities.
• Familiarity with Trust, Banking, Brokerage, ACAT/DTC transfers, tax cost tracking, AML/KYC requirements, fees, or investment-related onboarding dependencies.
• Experience maintaining milestone trackers, preparing status updates, documenting action items, or coordinating across multiple teams.
• Exposure to risk, control, audit, quality review, training, or process improvement activities.

Culture & Benefits

• Flexible and collaborative work culture with an emphasis on financial strength, stability, service, expertise, and integrity.
• Retirement benefits including 401(k) and pension, health and welfare benefits, and spending accounts.
• Paid time off, parental and caregiver leave, life and accident insurance, disability coverage, and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with reasonable accommodation support and opportunities for internal movement.