Client Relationship Specialist (Wealth Management)

TL;DR

Client Relationship Specialist (Wealth Management): Supporting wealth managers and delivering exceptional client service through account operations, onboarding, transactions, and financial administration with an accent on client communication, compliance, and operational accuracy. Focus on managing complex client requests, maintaining regulatory documentation, researching retirement and financial planning topics, and improving service workflows.

Location: Hybrid in Chicago, Illinois, or Naperville, Illinois.

Salary: $56,131.86–$73,444.30–$90,756.75.

Company

hirify.global is a professional services firm providing consulting, technology, compliance, tax, assurance, and wealth management solutions across North America, EMEA, and APAC.

What you will do

• Provide administrative and operational support to wealth managers, including client calls, inquiries, trades, money movement, scheduling, reports, and meeting materials.
• Manage client onboarding, account openings, signatures, compliance procedures, databases, and client documentation.
• Maintain recurring calendars for required minimum distributions, retirement contributions, billing, meetings, and compliance notifications.
• Research and answer questions about IRA distributions, Social Security, college planning, and related financial topics.
• Monitor regulatory compliance, handle confidential information, and coordinate with the Chief Compliance Officer.
• Collaborate across departments and offices while supporting client events, special projects, and urgent advisor requests.

Requirements

• Bachelor’s degree preferred.
• 2+ years of experience in wealth management, securities, or financial planning.
• Strong organization, problem-solving, analytical, communication, and interpersonal skills with exceptional attention to detail.
• Client-focused, self-motivated, tech-savvy, and able to learn quickly while supporting multiple wealth managers.
• High ethical standards and the ability to maintain strict confidentiality.
• Proficiency in Microsoft Excel, Word, and PowerPoint; experience with Schwab and Redtail CRM is preferred. Series 65 is preferred or must be pursued.

Culture & Benefits

• Flexible work arrangements and a collaborative, growth-oriented professional environment.
• Flexible Time Off available from the first day, plus nine paid holidays and potential year-end time off.
• Health, dental, vision, life, accident, disability, and pet insurance options, plus employer HSA contributions.
• Paid parental bonding leave, 401(k) with employer contributions, wellness programs, and tuition reimbursement.
• CPA bonus with paid exam and study days, referral bonuses, and paid community volunteering time.