Custom SMA Client Service Specialist (Wealth Management)

Location: Chicago, IL, United States; applicants must be authorized to work in the U.S. without employment-based visa sponsorship.

Salary: $88,900–$151,100 USD base pay, plus a discretionary bonus program that may include an equity component.

Company

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

What you will do

• Support assigned intermediary client accounts and manage client activities.
• Monitor client onboarding, ensuring documentation is accurately completed and archived.
• Support users of the DI Client Advisor Portal and handle requests involving asset values, status updates, tax efficiency, and account performance.
• Coordinate with Product Strategists, Sales, Operations, and other internal teams to resolve client issues and service requests.
• Participate in client calls, meetings, onboarding events, prospect pre-work, and RFP responses.
• Escalate complex issues, support team initiatives, cross-train with peers, and follow established service processes.

Requirements

• 5+ years of experience with an investment manager or wealth management firm providing client service to financial advisors.
• Ability to maintain effective relationships with internal and external clients.
• Outstanding written, oral, and listening communication skills.
• Proficiency in Microsoft Office and ability to quickly learn other software.
• Resourcefulness, problem-solving ability, strong organizational skills, multitasking ability, and effective time management.
• Ability to perform effectively in a dynamic, fast-paced work environment.
• Authorization to work in the U.S. without requiring employment-based visa sponsorship now or in the future.

Nice to have

• Knowledge of custom SMAs and financial intermediaries, such as RIAs and wealth management firms.
• Bachelor’s degree.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and other voluntary and well-being benefits.
• Inclusive workplace and community philanthropy initiatives.
• Reasonable accommodations are available during the employment process.