Client Relationship Specialist

3 weeks ago


Chicago, United States Robert Half Full time
Job DescriptionJob Description

The salary range for this position is $85,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m

 

You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. 

 

Job Description:

We are 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 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 4+ years relevant experience
  • 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


To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

 

 



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