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    Sr. Family Office Associate - Chicago, United States - BCI - Brokerage Consultants Inc

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    Description

    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 the Service/Administration team and manage client service request logs for the business unit

    Be the first point of contact between clients and the firm

    Respond to client inquiries, answer questions, and resolve issues

    Schedule advisor/client meetings

    Create new accounts and transfer funds; complete onboarding process; obtain and process all client information and transactions; maintain client records

    Compile and update documents and contracts

    Outreach to potential new clients

    Follow firm protocols/procedures in responding to phone calls/emails and ensure regulatory rules are met

    Expedite serious issues to management for prompt resolutions

    Draft written communication on behalf of advisors

    Build positive client relationships through following up, checking in, and soliciting feedback

    Anticipate client needs and proactively intervene to meet them

    Perform administrative and clerical duties as needed


    Requirements:

    Bachelor's degree

    5+ years of experience in a similar role within financial services industry

    Familiarity with various types of securities investments, broker-dealers, and financial regulations

    Exceptional customer service/relationship management skills; excellent written and verbal communication skills; tech savvy; self-motivated; multi-tasker able to prioritize; attentive; knows when to ask questions and seek guidance

    Charles Schwab Advisor Center and/or Black Diamond experience highly preferred

    TD and DocuSign experience preferred

    Advanced skills in Microsoft Office Suite, specifically Excel

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