Client Service Analyst (Financial Services)

Location: Chicago, IL, United States

Pay rate: $33/hour, W2 only. Duration: 3 months with possibility of extension and/or conversion to a full-time employee.

Company

hirify.global provides staffing and workforce solutions for client organizations.

What you will do

• Serve as the primary point of contact for clients, financial advisors, sales partners, and sales channels.
• Support client onboarding, respond to fund and portfolio inquiries, and execute client lifecycle events.
• Monitor service levels, manage escalations, and resolve client issues with urgency and attention to detail.
• Coordinate with the sales force and trading desks, including relaying trading activity status across client accounts.
• Analyze problems independently and collaboratively while contributing to automation, asset retention, and other value projects.
• Partner with management and service representatives to develop scalable service models and improve the client experience.

Requirements

• Prior client service experience in the financial services industry, preferably supporting separately managed accounts and financial advisors.
• Strong critical thinking, analytical, problem-solving, relationship management, communication, and teamwork skills.
• Excellent time management, attention to detail, self-motivation, and ability to work in a fast-paced environment.
• Proficiency with MS Word, MS Excel, MS Access, and MS PowerPoint.
• Bachelor’s degree required.
• FINRA Series 7 and Series 63 licenses required; unlicensed candidates must obtain them within the first 60 days.

Culture & Benefits

• Client-focused service environment emphasizing responsiveness and high-quality support.
• Opportunity to work with shareholder services, sales, management, and trading teams.
• W2 employment for an initial three-month engagement with potential extension or conversion to full-time employment.