Sr. Family Office Associate

2 weeks ago


Chicago, United States BCI - Brokerage Consultants Inc Full time
Sr. Family Office Associate | Chicago

Boutique multi-family office seeks Sr. Associate to strengthen client/advisor relationships and establish new ones.

Responsibilities:

Supervise the Family Office Group Service/Administration team

Support day-to-day activities of the Service/Administration team and manage client service request logs for the business unit

Be the first point of contact between clients and the firm

Respond to client inquiries, answer questions, and resolve issues

Schedule advisor/client meetings

Create new accounts and transfer funds; complete onboarding process; obtain and process all client information and transactions; maintain client records

Compile and update documents and contracts

Outreach to potential new clients

Follow firm protocols/procedures in responding to phone calls/emails and ensure regulatory rules are met

Expedite serious issues to management for prompt resolutions

Draft written communication on behalf of advisors

Build positive client relationships through following up, checking in, and soliciting feedback

Anticipate client needs and proactively intervene to meet them

Perform administrative and clerical duties as needed

Requirements:

Bachelor's degree

5+ years of experience in a similar role within financial services industry

Familiarity with various types of securities investments, broker-dealers, and financial regulations

Exceptional customer service/relationship management skills; excellent written and verbal communication skills; tech savvy; self-motivated; multi-tasker able to prioritize; attentive; knows when to ask questions and seek guidance

Charles Schwab Advisor Center and/or Black Diamond experience highly preferred

TD and DocuSign experience preferred

Advanced skills in Microsoft Office Suite, specifically Excel

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