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Client Engagement Coordinator

2 months ago

Highland Park, Illinois, United States Mesirow Full time
Position Overview:

Mesirow, a distinguished and independent financial services firm established in 1937, is dedicated to delivering exceptional client service through its comprehensive offerings in Global Investment Management, Capital Markets, Investment Banking, and Advisory Services. Our firm, based in Chicago and with a global presence, prides itself on a culture that fosters employee engagement, entrepreneurship, and empowerment, along with continuous opportunities for professional growth and community involvement.

As a leader in Wealth Management for over 80 years, Mesirow has built a reputation for excellence, managing approximately $10 billion in assets. Our team of seasoned advisors, with an average tenure exceeding 20 years, provides tailored investment and fiduciary services to a diverse clientele, including individuals, families, corporations, and non-profit organizations.

We are currently in search of a dedicated Client Relationship Specialist to join our Highland Park office. This role is pivotal in delivering high-quality client service and operational support to a team of dynamic Financial Advisors and their High-Net-Worth clients.

Key Responsibilities:
  • Facilitate client onboarding by preparing necessary account documentation and gathering essential client information.
  • Manage account maintenance tasks, including updates to account registrations and profiles.
  • Oversee asset movement processes, such as journal entries, wire transfers, and electronic funds transfers (EFTs).
  • Assist in the preparation of quarterly billing and performance reports.
  • Resolve client issues effectively and efficiently.
  • Collect tax-related information for clients and support tax reporting processes.
  • Maintain strong relationships through regular client communication.
  • Perform general administrative duties, including but not limited to:
    • Updating information in the Client Relationship Management System.
    • Reviewing exception reports.
    • Preparing various documents, such as letters of authorization and operational forms.
  • Communicate with supervisors regarding compliance issues and regulatory inquiries.
  • Execute trades and resolve trade errors as necessary.
Qualifications:
  • Bachelor's degree required.
  • A minimum of 5 years of relevant experience is essential.
  • FINRA Series 7 and 66 licenses are highly preferred.
  • Familiarity with estate management is advantageous.
  • A self-motivated individual with a strong work ethic and a positive attitude.
  • Proficient in Microsoft Office applications (Word, Excel, PowerPoint).
  • Experience with Salesforce, Wealthscape Investor, and Black Diamond is preferred.
  • Ability to learn new processes and technology platforms quickly.
  • Strong organizational skills with the ability to prioritize tasks effectively.
  • Excellent verbal and written communication abilities.
  • Ability to maintain focus and composure under pressure.
  • Skilled in gathering information and consulting with relevant parties for guidance.
  • Commitment to continuous improvement through feedback from team members.
  • Responsive to client inquiries and adept at escalating issues when necessary.
EOE