Senior Family Office Associate

4 weeks ago


Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full time
Family Office Services Manager

At BCI - Brokerage Consultants Inc, we are seeking a highly skilled Family Office Services Manager to join our team. The ideal candidate will have a strong background in client relationship management and a proven track record of success in a similar role within the financial services industry.

Key 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 the 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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