Client Services Coordinator - Wealth Advisory - Shared Services Center (Wealth Advisory)

hirify.globalss="location">Location: Minneapolis, MN; this job will be performed in office. Travel is less than 10%.

hirify.globalss="salary">Compensation: $25–$32 per hour in Minnesota and Washington.

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 employees and 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Prepare and process new account paperwork for Charles Schwab, separately managed accounts, private investments, and Inspira.
• Manage routine client questions, service requests, money movements, account features, transfer forms, and wealth advisory mail.
• Review client paperwork, coordinate corrections with operations, and track account transfers through completion.
• Support Wealth Advisors with advisory and financial planning operational needs.
• Maintain accurate task notes, process client service documents in Laserfiche, and respond to operational inquiries.
• Support custodians with account feature setup and act as a peer advisor for new Client Services Coordinator team members.

hirify.globalss="requirements">Requirements

• At least 2 years of experience; financial investment industry experience is preferred.
• High school diploma or equivalent.
• Strong computer and word-processing skills.
• Proficiency with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, and Schwab platforms.
• Ability to follow Wealth Advisory operations, policies, procedures, and compliance requirements.

hirify.globalss="culture-benefits">Culture & Benefits

• Work with Wealth Advisors, Senior Client Services Coordinators, operations teams, custodians, and fund administrators.
• Feedback and career-growth opportunities are emphasized.
• Benefits include health, dental, vision, and 401(k) plans.
• Wellness support covers physical, financial, social, and emotional well-being.