Client Service Rep, Wlth Mgmt (Wealth Management)

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

Salary: $48,000–$72,000 USD annually.

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 account openings and closures, database updates, documentation, funds transfers, and issue research.
• Set up, maintain, and validate investor records in CRM platforms, including legal entity, tax, contact, banking, and account hierarchy data.
• Support capital calls, distributions, partner accounting, investor allocations, commitments, and transaction processing.
• Reconcile investor data across CRM, accounting systems, and reporting outputs, investigating and escalating discrepancies.
• Prepare routine reports, data extracts, partner capital account statements, and management information.
• Collaborate with fund accounting, client servicing, compliance, relationship management, operations teams, and clients.

Requirements

• 2–3 years of financial services and/or client servicing experience preferred.
• Bachelor’s degree in Finance, Accounting, Data Analytics, or a related field, or equivalent work experience.
• Strong analytical, problem-solving, organizational, data validation, and reconciliation skills.
• High attention to detail, a strong control mindset, and the ability to work independently.
• Proficiency in Microsoft Office Suite, particularly Excel.
• U.S. work authorization is required; employment-based visa sponsorship is not available.

Nice to have

• Knowledge of investment, banking, personal trust, or advisory operations.
• Experience with financial services, private equity structures, fund accounting, investor onboarding, or CRM systems.

Culture & Benefits

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