Client Relationship Specialist

5 days ago

Chicago, United States Mesirow Full time
The Opportunity:

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement.Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's.At Mesirow, we invest in what matters: our clients, our communities, and our culture.

Wealth Management provides investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

We are seeking a highly motivated Client Relationship Specialist to work with our Front Barnett team, located in downtown Chicago. In this role, you will be responsible for delivering high-touch client service and dedicated operational support to firm management, our advisors, and their High-Net-Worth individual clients.

Responsibilities:
  • Client onboarding, including preparation of new account paperwork and client information-gathering
  • Account maintenance, including any account registration and account profile changes
  • Assist with quarterly billing and performance reporting
  • Work closely with third-party reconciliation provider in providing them any information they need to complete daily reconciliation tasks
  • Ensure the accuracy and integrity of portfolio data in the portfolio management system
  • Support portfolio managers with any queries or issues related to portfolio data and reconciliation
  • Client issue resolution
  • Relationship management, including regular client contact
  • General administrative functions, including but not limited to:
    • Maintaining information in the Client Relationship Management System
    • Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
Requirements:
  • Bachelor's degree
  • Minimum of three years relevant experience required
  • FINRA Series 7 and 66 licenses strongly preferred
  • Highly motivated self-starter with a strong work ethic and positive "can-do" attitude
  • Experience in Advent Portfolio Exchange and Moxy Order Management system is preferred
  • Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
  • Demonstrates an ability to learn new processes and technology platforms
  • Takes direction well and demonstrates proactive follow through on assigned tasks
  • Assist with the implementation and testing of new systems, processes, and procedures to improve efficiency and quality
  • Ability to prioritize and effective time management skills
  • Excellent verbal and written communication skills
  • Remains focused on tasks and retains composure under pressure or with conflicting priorities
  • Gathers information and consults appropriate parties when additional guidance is needed
  • Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
  • Responsive to client requests and escalates to team members whenever necessary
  • Comply with all relevant policies, procedures, and regulations. Maintain proper documentation and audit trails.

EOE

  • Client Relationship Specialist

    4 days ago

    Chicago, United States Mesirow Financial Holdings, Inc. Full time

    Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investm Relationship Specialist, Client Relations, Relationship, Portfolio Manager, Specialist, Management, Business...

  • Client Relationship Specialist

    2 weeks ago

    Chicago, United States The LaSalle Group Full time

    LaSalle has partnered with a growing company seeking a motivated and reliable professional to join their team in the downtown Chicago office. This is a temporary position that offers a unique opportunity to step into a critical role supporting their daily operations. As a Client Relationship Specialist, you will take over the management of the key accounts,...

  • Client Relationship Specialist

    3 days ago

    Chicago, United States The LaSalle Group Full time

    LaSalle has partnered with a growing company seeking a motivated and reliable professional to join their team in the downtown Chicago office. This is a temporary position that offers a unique opportunity to step into a critical role supporting their daily operations. As a Client Relationship Specialist, you will take over the management of the key accounts,...

  • Client Relationship Specialist

    3 days ago

    Chicago, United States MindSpring Partners LLC Full time

    Our client, a wealth management firm, is seeking a skilled Client Relationship Specialist to join the team! This can either be in Chicago or Highland Park, IL.Responsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with...

  • Temporary Client Relationship Specialist

    4 weeks ago

    Chicago, United States The LaSalle Group Full time

    LaSalle has partnered with a growing company seeking a motivated and reliable professional to join their team in the downtown Chicago office. This is a temporary position that offers a unique opportunity to step into a critical role supporting their daily operations. As a Temporary Client Relationship Specialist, you will take over the management of the key...

  • Institutional Client Relationship Specialist

    4 weeks ago

    Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized financial institution with over 130 years of experience in providing innovative financial services to sophisticated clients.Key Responsibilities:• Manage client relationships for institutional trust and custody clients, utilizing knowledge of master custody services to...

  • Client Relationship Manager

    4 weeks ago

    Chicago, Illinois, United States The Bank of America Corporation Full time

    At The Bank of America Corporation, we strive to deliver exceptional client experiences through responsible growth.We are guided by a common purpose to help make financial lives better through the power of every connection.As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing...

  • Client Relationship Manager

    4 weeks ago

    Chicago, Illinois, United States Tailored Management Full time

    Job Title: Client Relationship ManagerJob Summary: We are seeking a highly skilled Client Relationship Manager to join our team at Tailored Management. As a Client Relationship Manager, you will be responsible for providing exceptional client support and relationship management services to our top-tier institutional clients. Key Responsibilities: Provide...

  • Client Relationship Associate

    4 weeks ago

    Chicago, Illinois, United States William Blair Full time

    About the RoleWe are seeking a highly skilled Client Relationship Associate to join our team at William Blair. As a Client Relationship Associate, you will be responsible for providing exceptional client service, responding to client inquiries, and updating client documentation.Key ResponsibilitiesRespond to client inquiries and requests in a timely and...

  • MindSpring Partners LLC | Client Relationship Specialist | chicago, il

    4 days ago

    chicago, United States MindSpring Partners LLC Full time

    Our client, a wealth management firm, is seeking a skilled Client Relationship Specialist to join the team! This can either be in Chicago or Highland Park, IL.Responsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with...

  • Client Relationship Manager

    1 month ago

    Chicago, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionClient Relationship ManagerAs a Client Relationship Manager/Client Service Representative (CSR), you will serve as the primary contact for Bank of America Merrill Lynch customers involved in Futures & Options and OTC clearing. Your main responsibilities will include providing client support for trade and position management,...

  • Client Relationship Associate

    1 month ago

    Chicago, United States William Blair Full time

    Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Boutique. William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed...

  • Healthcare Client Relationship Manager

    4 weeks ago

    Chicago, Illinois, United States Infosys Limited Digital Full time

    About the Role:We are seeking a seasoned Client Partner to join our Life Sciences team at Infosys Limited Digital. As a Client Partner, you will be responsible for leading all client interfaces within the assigned account scope and building an account plan for client management.The ideal candidate will have a strong background in sales, relationship...

  • Client Servicing Specialist

    2 months ago

    Chicago, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Relationship Manager, Specialist, Client Service, Client Relations, Client Support, Escalations, Banking,...

  • Client Relations Specialist

    4 weeks ago

    Chicago, Illinois, United States YWCA Metropolitan Chicago Full time

    Job Summary:The Client Relations Specialist plays a vital role in the FamilyWorks team, fostering strong relationships with clients, staff, and community partners. This position requires excellent communication and interpersonal skills, with a focus on providing exceptional customer service and support.Key Responsibilities:Establish and maintain positive...

  • Mental Health Therapist

    6 days ago

    Chicago, Illinois, United States Revive Relationship Therapy Full time

    About the RoleWe are seeking a passionate and caring mental health therapist to join our team at Revive Relationship Therapy. As a mental health therapist in private practice, you will work with clients in an outpatient setting, providing individual and couples therapy. Your primary responsibility will be to build a caseload and provide high-quality care to...

  • Client Service Specialist

    5 months ago

    Chicago, United States Blank Label Full time

    Who is Blank Label?Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment them on an outfit. We were founded in 2010 as an online custom shirt maker, and since then...

  • Mental Health Therapist In Private Practice

    4 weeks ago

    Chicago, United States Revive Relationship Therapy Full time

    Job DescriptionJob DescriptionAre you a passionate and caring therapist who prides themselves on providing the best possible care for your patients? If so, we have a wonderful opportunity at our boutique group practice for a mental health therapist. Responsibilities include meeting with clients (both telehealth and in person eventually) in an outpatient...

  • Mental Health Therapist

    4 weeks ago

    Chicago, United States Revive Relationship Therapy Full time

    Mental Health Therapist in Private PracticeAre you a passionate and caring therapist who prides themselves on providing the best possible care for your patients? If so, we have a wonderful opportunity for a mental health therapist at our boutique group practice. Responsibilities include meeting with clients (both telehealth and in-person eventually) in an...

  • Mental Health Therapist

    4 weeks ago

    Chicago, United States Revive Relationship Therapy Full time

    Job DescriptionJob DescriptionMental Health Therapist in Private PracticeAre you a passionate and caring therapist who prides themselves on providing the best possible care for your patients? If so, we have a wonderful opportunity for a mental health therapist at our boutique group practice. Responsibilities include meeting with clients (both telehealth and...