Custody, Client Service Consultant

Location: Chicago, IL, United States; hybrid

Salary: $66,700–$113,300 USD base pay per year

Company

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

What you will do

• Act as the primary point of contact for assigned GFS client and investment manager relationships.
• Oversee daily custody activities and deliver proactive client service.
• Resolve complex inquiries and escalations involving cash and securities activity, settlements, income, corporate actions, and other custody functions.
• Coordinate with Custody Operations, Fund Accounting, Transfer Agency, Investment Operations, Product, Technology, and other internal partners.
• Drive process improvements and service enhancements with clients, investment managers, and internal partners.
• Serve as an escalation point and technical resource while supporting onboarding, training, and cross-training.

Requirements

• College or university degree and/or 3+ years of relevant experience in financial services, custody, asset servicing, investment operations, or client servicing.
• Experience working across operational and functional teams to deliver client solutions and resolve service issues.
• Strong understanding of global custody, securities processing, and cash operations.
• Excellent communication skills, including the ability to explain complex operational matters clearly to clients and stakeholders.
• Strong analytical and problem-solving skills, including root-cause identification, risk evaluation, and resolution management.
• Strong organizational skills and the ability to prioritize in a high-volume, deadline-driven environment.
• Ability to work independently, exercise sound judgment, act with urgency, and adapt to changing client needs, market practices, and technology.
• Authorization to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• Exposure to process improvement, operational transformation, automation, or technology enhancement initiatives.
• Experience training, mentoring, or providing technical guidance to less experienced team members.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal movement and access to senior leaders.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and voluntary well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace and community philanthropy initiatives.