Client Relationship Specialist
4 weeks ago
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.
Our advisors provide 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 out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial 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
- Asset movement processing, including journals, wire transfers and EFTs
- Assist with quarterly billing and performance reporting
- Client issue resolution
- Gathering tax information for clients and assisting with tax reporting
- Relationship management, including regular client contact
- General administrative functions, including but not limited to:
- Maintaining information in the Client Relationship Management System
- Exception report review
- Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
- Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
- Trade execution and trade error resolution, as may be applicable and required
Requirements:
- Bachelor’s degree
- Minimum of 5 years relevant experience required
- FINRA Series 7 and 66 licenses strongly preferred
- Familiarity with estates preferred
- Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
- Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
- Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
- Demonstrates an ability to learn new processes and technology platforms
- Takes direction well and demonstrates proactive follow through on assigned tasks
- 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
EOE
-
Client Relationship Specialist
3 weeks ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
4 weeks ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
2 months ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
1 week ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
1 week ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
2 months ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual...
-
Client Relationship Specialist
3 weeks ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:The client is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.Responsibilities:Client onboarding, including...
-
Client Relationship Specialist
3 weeks ago
Highland Park, United States Larson Maddox Full timePosition: Client Relationship SpecialistType: Hybrid (3x onsite)Job Summary:The client is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.Responsibilities:Client onboarding, including...
-
Client Relationship Specialist
4 weeks ago
Highland Park, United States MindSpring Partners LLC Full timeOur client is seeking a skilled Client Relationship Specialist to join the teamResponsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providers Ensure the accuracy and reliability of portfolio...
-
Client Relationship Specialist
1 week ago
Highland Park, United States MindSpring Partners Full timeOur client is seeking a skilled Client Relationship Specialist to join the team Responsibilities: Client onboarding (preparing new account paperwork and client information-gathering) Account maintenance Assist with quarterly billing and performance reporting Work directly with third-party reconciliation providers Ensure the accuracy and reliability of...
-
Client Relationship Specialist
4 weeks ago
Highland Park, United States MindSpring Partners LLC Full timeOur client is seeking a skilled Client Relationship Specialist to join the teamResponsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providers Ensure the accuracy and reliability of portfolio...
-
Client Relationship Specialist
1 week ago
Highland Park, United States MindSpring Partners LLC Full timeOur client is seeking a skilled Client Relationship Specialist to join the teamResponsibilities:Client onboarding (preparing new account paperwork and client information-gathering)Account maintenanceAssist with quarterly billing and performance reportingWork directly with third-party reconciliation providers Ensure the accuracy and reliability of portfolio...
-
Client Relationship Specialist
1 month ago
Highland Park, United States Mesirow Financial Holdings, Inc. Full timeThe 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...
-
Client Relationship Specialist
1 month ago
Highland Park, United States Mesirow Full timeThe 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...
-
Client Relationship Specialist
1 week ago
Highland Park, United States Mesirow Financial Holdings, Inc. Full timeThe 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...
-
Client Relationship Specialist
1 week ago
Highland Park, United States Mesirow Full timeThe 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...
-
Client Relationship Specialist
4 weeks ago
Clifton Park, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to...
-
Client Relationship Specialist
1 month ago
Clifton Park, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service...
-
Administrative and Client Relations Specialist
11 hours ago
Highland Park, United States Danaco Solutions Full time**Job description** **Full Job Description** - Proven 3-5 years of experience in administrative and client relations support or a related field. - Proficient in MS Office (Word, PowerPoint, Excel), experience with Salesforce, ZenDesk, GDSN, Google Suite is helpful - Excellent communication skills, verbal & written - Proven ability to multitask and...
-
Client Relationship Specialist
3 days ago
Island Park, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a...