Client Associate II (Wealth Management)

Location: Chicago, IL; onsite

Salary: $59,000–$77,000 per year, plus eligibility for an annual bonus.

Company

hirify.global Wealth Management provides investment, trust, and asset management services to high-net-worth individuals, business owners, institutions, and other private clients.

What you will do

• Support Relationship Managers with daily client and consultant needs and coordinate responses with internal departments.
• Coordinate client onboarding, account termination, transitions, documentation, and other account lifecycle events.
• Maintain client accounts, including disbursements, ACAT transfers, securities gifting, and investment objective updates.
• Review account activity for data accuracy, trade settlement, reconciliation, and compliance with firm procedures.
• Prepare client meeting materials, presentations, reports, and performance statistics for Portfolio Managers.
• Identify and resolve client or operational issues while contributing to cross-functional workflow improvements.

Requirements

• Bachelor’s degree in finance or a related field.
• 2–5 years of experience in a similar role within private wealth management.
• Understanding of complex investment and portfolio management products.
• FINRA Series 7 and Series 66 licenses, or willingness to obtain them within a timely manner.
• Strong verbal and written communication, organization, accuracy, follow-up, and client service skills.
• Ability to work independently, manage multiple responsibilities, prioritize requests from multiple Portfolio Managers, and collaborate with internal partners.

Nice to have

• Knowledge and experience with alternative investments.
• Knowledge of bank products.
• Salesforce experience.

Culture & Benefits

• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) plans with a company match.
• Parental leave, Employee Assistance Program, flexible spending account, and tuition reimbursement.
• Employee Stock Purchase Plan with a 5% discount, transportation benefits, and banking benefits.
• Family-friendly work hours, career development opportunities, and a promote-from-within culture.