Client Service Specialist (Wealth Management)

TL;DR

Client Service Specialist (Wealth Management): Delivering exceptional client experiences and managing administrative workflows for a wealth management team with an accent on client onboarding, regulatory compliance, and CRM data management. Focus on building strong client relationships, coordinating review meetings, and supporting advisors in processing complex financial transactions.

Location: Must be based in or able to commute to Franklin, TN (Hybrid)

Company

hirify.global provides comprehensive financial services, including retirement planning and personalized investment strategies, to help families and employers achieve long-term financial security.

What you will do

• Guide new clients through the onboarding process, including account setup and documentation collection.
• Act as the primary point of contact for client inquiries and coordinate review meetings.
• Collaborate with custodians and brokerage firms to process client transactions and account activities.
• Maintain accurate client data and interactions within the CRM system.
• Ensure all activities comply with regulatory requirements and internal policies.
• Provide administrative support to the wealth management team to enhance service efficiency.

Requirements

• Must be based in or able to commute to Franklin, TN
• Bachelor's degree in Business, Economics, Finance, or a related field.
• 2+ years of experience in wealth management service business.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to maintain confidentiality of sensitive financial and personnel data.
• Strong communication and interpersonal skills with a commitment to continuous learning.

Nice to have

• Familiarity with Charles Schwab, Fidelity, or Raymond James platforms.
• Experience with Orion, Salesforce, and industry-specific financial technology.
• Experience using AI tools in a professional setting.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and overtime pay for non-exempt employees.
• Robust learning and development programs.
• Commitment to diversity, equity, and inclusion in the workplace.
• Supportive team environment focused on professional growth.