Wealth Management Operations - Client Services Support

Location: Hybrid, with a principally in-person model. The compensation range applies to offices in Colorado, Illinois, Ohio, and Massachusetts. Must be legally authorized to work in the United States without sponsorship.

Salary: $24.95–$33.87 per hour

Company

hirify.global is an audit, tax, consulting, and wealth management firm with a focus on inclusive culture, professional development, and client service.

What you will do

• Prepare paperwork for new accounts, account changes, transfers, and related client deliverables.
• Verify asset transfer eligibility and follow up to ensure timely completion of account transfers and other processing.
• Coordinate with clients, custodians, advisors, internal staff, and external professionals on service requests and account information.
• Assist with money movement activities, monitor alerts, and identify client service opportunities.
• Maintain department procedures, review agreements for compliance, and manage competing workflows and deadlines.
• Research and resolve client information issues and support testing and rollout of system upgrades, integrations, and new technology.

Requirements

• At least 2 years of administrative or investment industry experience.
• High school diploma or GED equivalent.
• Client service orientation with creative problem-solving skills.
• Strong written and oral communication skills.
• Ability to work independently and collaboratively in a fast-paced environment with interruptions, multiple demands, and strict deadlines.
• United States work authorization without sponsorship is required.

Culture & Benefits

• Flexible “Workplace for Your Day” model within a principally in-person work environment.
• Health, dental, vision, disability, and life insurance for eligible staff.
• Flexible Time Off, designated holidays, and a 401(k) plan.
• Flexible benefits plans, business travel reimbursement, and a pension plan for eligible administrative and paraprofessional staff.
• Potential discretionary bonus and limited benefits options for some contingent staff positions.