Client Relationship Associate

3 days ago

Highland Park, Illinois, United States Mesirow Financial Full time
The Opportunity

Mesirow Financial is a leading independent, employee-owned financial services firm with a rich history dating back to 1937. Headquartered in Chicago, our global presence spans multiple offices, serving clients through a range of capabilities including Global Investment Management, Capital Markets and Investment Banking, and Advisory Services.

We take pride in our intentional culture, which fosters strong employee engagement, entrepreneurship, and empowerment. Our commitment to volunteerism and advancement opportunities sets us apart.

Mesirow Financial has been recognized as 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.

Our Values

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 approximately $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals.

Wealth Management has been our flagship business for over 80 years, built around our trusted advisors with an average tenure of over 20 years.

The Role

We are seeking a highly motivated Client Relationship Specialist to join our Highland Park office team. This role will 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

Mesirow Financial is an Equal Opportunity Employer.

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