Registered Associate, Brokerage Service Group

Location: Chicago, IL; applicants must be authorized to work in the United States without current or future employment-based visa sponsorship

Salary: $67,500–$111,500 USD per year

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Answer inbound calls for the Brokerage Service Group service center.
• Process wires, fund transfers, cash movements, gifts, account openings and closures, documentation, and client issue research.
• Coordinate with operations teams to obtain information and complete client requests accurately.
• Follow risk management and compliance policies, escalating issues and concerns to management.
• Use business applications and online tools for client and account servicing.
• Support new partner onboarding and identify service and process improvements.

Requirements

• Excellent verbal and written communication skills.
• Security or investment industry knowledge.
• Analytical and problem-solving skills.
• Technical systems knowledge, including Microsoft Office 365.
• College or university degree and/or relevant financial services industry experience.
• FINRA SIE, Series 7 or 7TO, and Series 66 registrations are required, or must be acquired within the prescribed timeframe.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal mobility.
• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending account, and disability benefits.
• Paid time off, parental and caregiver leave, and life and accident insurance.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with community and philanthropy initiatives.