Client Relationship Specialist

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

Mesirow