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BCI - Brokerage Consultants Inc. in United States

17 jobs at BCI - Brokerage Consultants Inc. in United States

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  • BCI - Brokerage Consultants Inc.

    Client Service Specialist

    1 week ago

    BCI - Brokerage Consultants Inc. Milwaukee, United States

    Client Service Specialist | Milwaukee · A well-established Registered Investment Advisor (RIA) is searching for a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office. The bene ...

  • BCI - Brokerage Consultants Inc

    Client Service Associate

    1 week ago

    BCI - Brokerage Consultants Inc Chicago, United States

    Client Service Associate | Chicago, IL · Chicago RIA seeks highly organized Client Service Associate to support document preparation, new account opening, CRM management, deposits, transaction processing, expense/travel arrangements, and various administrative support/data entry ...

  • BCI - Brokerage Consultants Inc

    Sr. Family Office Associate

    1 week ago

    BCI - Brokerage Consultants Inc Chicago, United States

    Sr. Family Office Associate | Chicago · Boutique multi-family office seeks Sr. Associate to strengthen client/advisor relationships and establish new ones. · Responsibilities: · Supervise the Family Office Group Service/Administration team · Support day-to-day activities of t ...

  • BCI - Brokerage Consultants Inc

    Broker Dealer Accountant

    1 week ago

    BCI - Brokerage Consultants Inc Chicago, United States

    The Broker Dealer Accountant will uphold the responsibility of maintaining precise financial records and reporting within the broker-dealer. This role will work closely with multiple departments to guarantee proper accounting treatment of transactions and compliance with regulato ...

  • BCI - Brokerage Consultants Inc

    Client Service Associate

    1 week ago

    BCI - Brokerage Consultants Inc Raleigh, United States

    Client Service Associate | Raleigh, NC (In Office) | ~$70k; flexible based on qualifications · Wealth planning firm seeks Client Service Associate with friendly personality, relevant experience/licenses, and enterprising mindset. · Responsibilities: · Coordinate client meeting ...

  • BCI - Brokerage Consultants Inc.

    Executive Assistant

    1 week ago

    BCI - Brokerage Consultants Inc. Irving, United States

    Established RIA seeks dedicated support professional to assist the owner and other investment advisors in various aspects of office administration, financial record-keeping, scheduling, correspondence, and maintaining client relationships. · Responsibilities: · Coordinate communi ...

  • BCI - Brokerage Consultants Inc.

    Executive Assistant

    1 week ago

    BCI - Brokerage Consultants Inc. Wheaton, United States

    Executive Assistant | Wheaton, IL · Our client, a ~10bn Financial Services firm is currently seeking a skilled Executive Assistant to provide vital support to their executive team. With a focus on delivering top-notch services and solutions to Financial Advisors, our client is co ...

  • BCI - Brokerage Consultants Inc

    Client Service Analyst

    1 week ago

    BCI - Brokerage Consultants Inc Nashville, United States

    Client Service Analyst | Greater Nashville · Summary · The Client Service Associate is responsible for enriching the client experience through effective client service and operational assistance to Financial Advisors and the team. As a Client Service Associate, you will engage ...

  • BCI - Brokerage Consultants Inc.

    Client Service Associate

    1 week ago

    BCI - Brokerage Consultants Inc. Chapel Hill, United States

    Independent fee-only investment advisory firm seeks CSA to support Advisory and Client Services teams, focusing on team engagement/client success, with the full scope of the role including day-to-day operations, communications, investment management, compliance, and technology. · ...

  • BCI - Brokerage Consultants Inc

    Performance Analyst

    1 week ago

    BCI - Brokerage Consultants Inc Charlotte, United States

    Performance Analyst | Charlotte (Hybrid) | $70-125k (depending on exp/designations % bonus · Established investment manager seeks Analyst to join Performance/Analytics Team responsible for GIPS compliance and support of analytics requests, quarterly marketing content creation, a ...

  • BCI - Brokerage Consultants Inc

    Vice President Fund Accounting

    1 week ago

    BCI - Brokerage Consultants Inc Los Angeles, United States

    Vice President, Fund Accounting · | Los Angeles, CA (Hybrid) · Alternative investment adviser/fund manager seeks Vice President to join their team focused on middle market direct lending strategies. Role is primarily responsible for loan accounting for the firm's direct lending ...

  • BCI - Brokerage Consultants Inc

    Branch Manager

    2 weeks ago

    BCI - Brokerage Consultants Inc Newport Beach, United States

    Full-service investment firm, catering to individual investors, institutions, corporations, and municipalities, is in search of a Branch Manager. This role entails supervising and guiding Financial Professionals and Branch Staff to provide outstanding client service, all while en ...

  • BCI - Brokerage Consultants Inc

    Performance Analyst

    1 week ago

    BCI - Brokerage Consultants Inc Charlotte, United States

    Performance Analyst · | Charlotte (Hybrid) | $70-125k (depending on exp/designations % bonus · Established investment manager seeks Analyst to join Performance/Analytics Team responsible for GIPS compliance and support of analytics requests, quarterly marketing content creation ...

  • BCI - Brokerage Consultants Inc.

    Client Service Associate

    1 week ago

    BCI - Brokerage Consultants Inc. Chicago, United States

    Client Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonus · Chicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expen ...

  • BCI - Brokerage Consultants Inc.

    Client Service

    1 week ago

    BCI - Brokerage Consultants Inc. San Francisco, United States

    Privately-owned boutique asset manager with U.S. small/mid-cap equity mutual funds seeks entrepreneurial-minded Client Service professional to join team focused on RFPs/DDQs and creating marketing presentations. This role is in-office five days/week. · Responsibilities: · Analyze ...

  • BCI - Brokerage Consultants Inc.

    Registered Client Associate

    1 week ago

    BCI - Brokerage Consultants Inc. Highland Park, United States

    Registered Client Associate | Highland Park, IL | $70-80k base + bonus · Leading Chicago wealth management firm seeks experienced client service processional to deliver exceptional care to high net worth individuals. · Responsibilities: · Provide knowledge/support to partners in ...

  • BCI - Brokerage Consultants Inc.

    Client Service Associate

    1 week ago

    BCI - Brokerage Consultants Inc. Irving, United States

    Established RIA is searching for a motivated individual to collaborate closely with clients while providing essential support to their advisory team. · Responsibilities: · Facilitate the onboarding process for new clients and accounts, including the completion of client questionn ...