Client Relationship Specialist

Employer
Mesirow Financial
Location
Highland Park, Illinois
Salary
Competitive
Closing date
Oct 7, 2022

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Not necessary

Job Details

The Opportunity:

 

Mesirow is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate, and individual clients achieve their objectives. We are proud of Mesirow’s culture of fostering team member engagement, entrepreneurship, and empowerment. Our positive culture, volunteerism, and opportunity for advancement makes Mesirow one of the few employers to be included in both Chicago Tribune’s Top Places to Work and Crain’s Best Places to Work in Chicago.

Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With over $6.8B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.

We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park or Chicago office 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 5 years relevant experience preferred
  • FINRA Series 7 and 66 licenses strongly preferred, or a willingness to obtain upon hire
  • 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

EOE

Company

Mesirow Financial is a diversified financial services firm headquartered in Chicago. Founded in 1937, the firm remains independent and employee-owned with approximately 1,200 employees globally. With expertise in Investment Management, Global Markets, Insurance Services and Consulting, Mesirow Financial strives to meet the financial needs of institutions, public sector entities, corporations and individuals.

Find Us
Telephone
305-416-5529
Location
353 North Clark St.
Chicago
IL
60654
United States

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