Client Service Rep, Wealth Management (Finance)

Location: Chicago, IL, United States; full-time on-site role

Salary: $48,000–$72,000 USD per year, plus a discretionary bonus program that may include equity.

Company

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

What you will do

• Process client account servicing requests, including wires, fund transfers, bill payments, cash movements, gifts, account openings and closures, and meeting preparation.
• Update client databases, maintain accurate account records, collect and image required documentation, and research client issues.
• Coordinate with relationship management and operations teams to obtain information and complete servicing activities.
• Follow Wealth Management risk management, compliance guidelines, and established procedures; escalate issues and concerns to management.
• Use business applications and online tools supporting client and account servicing.
• Identify service-delivery efficiencies and process improvements while keeping current with products, services, and compliance requirements.

Requirements

• 2–3 years of financial services and/or client servicing experience preferred.
• Knowledge of investment, banking, personal trust, and advisory operations, products, and services preferred.
• Strong analytical, problem-solving, organizational, and prioritization skills.
• Authorization to work in the United States without current or future employment-based visa sponsorship is required.
• Employment-based visa sponsorship is not available for this opportunity.

Culture & Benefits

• Comprehensive benefits package including 401(k) and pension benefits.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Flexible and collaborative work culture with opportunities for internal movement and access to senior leaders.
• Inclusive workplace and community philanthropy programs.