Jobs
>
Highland Park

    Client Relationship Specialist - Highland Park, United States - Mesirow

    Mesirow
    Mesirow Highland Park, United States

    1 week ago

    Default job background
    Description
    The Opportunity:

    Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. At Mesirow, we invest in what matters: our clients, our communities, and our culture.

    Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B 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 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 required
    • 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
    • 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
  • Mesirow Financial Holdings, Inc.

    Client Relationship Specialist

    1 week ago

    Mesirow Financial Holdings, Inc. Highland Park, United States

    Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investm Relationship Specialist, Clie ...

  • Larson Maddox

    Client Relationship Specialist

    1 week ago

    Larson Maddox Highland Park, United States

    Position: Client Relationship Specialist · Type: Hybrid (3x onsite) · Job Summary: · A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly m ...

  • MindSpring Partners LLC

    Client Relationship Specialist

    5 days ago

    MindSpring Partners LLC Highland Park, United States

    Our client is seeking a skilled Client Relationship Specialist to join the team · Responsibilities: · Client onboarding (preparing new account paperwork and client information-gathering) · Account maintenance · Assist with quarterly billing and performance reporting · Work direct ...

  • Larson Maddox

    Client Relationship Specialist

    5 days ago

    Larson Maddox Highland Park, United States

    Position: Client Relationship Specialist · Type: Hybrid (3x onsite) · Job Summary: · A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly ...

  • Larson Maddox

    Client Relationship Specialist

    5 days ago

    Larson Maddox Highland Park, United States

    Position: Client Relationship Specialist · Type: Hybrid (3x onsite) · Job Summary: · A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highl ...

  • Larson Maddox

    Client Relationship Specialist

    1 week ago

    Larson Maddox Highland Park, United States

    Position: Client Relationship Specialist · Type: Hybrid (3x onsite) · Job Summary: · A well established Wealth Management Firm is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highl ...

  • Akar IT services

    Junior Banker/relationship Specialist

    5 days ago

    Akar IT services Chicago, United States

    We are hiring for **Junior Banker/Relationship Specialist** in Plano, TX · **Junior Banker/Relationship Specialist** · **Location: Chicago, IL 60603** · **Duration: Full Time/ Permanent** · **Shift: 8 hour, Day shift** · **Pay rate: $25/hr. on w2 with benefits** · Roles will be f ...

  • Bank Of Montreal

    Client Relationship Specialist

    1 week ago

    Bank Of Montreal Hinsdale, United States

    Application Deadline:05/30/2024 Address:50 S. Lincoln Street. Job Family Group:Wealth Sales & Service. Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer Relationship Specialist, Clien ...

  • Maschmeyer Concrete

    Accounts Receivable Specialist

    1 week ago

    Maschmeyer Concrete Lake Park, United States

    **Philosophy: Aligned with the Maschmeyer Concrete Mission Statement and Core Values, the Accounts Receivable Specialist partners with the Credit Department, Sales and Customer Service, and any other related departments and/or team members to ensure that the Accounts Receivable d ...

  • Semersky Enterprises Inc

    Service Bdc

    1 week ago

    Semersky Enterprises Inc Highland Park, United States

    **Summary**: · The Service BDC specialist is responsible for providing high quality customer service to clients within the service department. The BDC specialist will be required to drive sales of the service department by answering incoming phone calls, scheduling service appoin ...

  • Robert W. Baird & Co. Incorporated

    Client Relationship Specialist

    1 week ago

    Robert W. Baird & Co. Incorporated Chicago, United States

    Client Relationship Specialist – Investment Banking (FSG Business Development) · We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and ...

  • Robert W. Baird & Co.

    Client Relationship Specialist

    1 week ago

    Robert W. Baird & Co. Chicago, United States

    Client Relationship Specialist - Investment Banking (FSG Business Development) · We are seeking a talented and motivated individual to work with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and ...

  • Bank of Montreal

    Client Relationship Specialist

    11 hours ago

    Bank of Montreal Hinsdale, United States

    Application Deadline: · 05/30/2024 · Address: · 50 S. Lincoln Street · Job Family Group: · Wealth Sales & Service · Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. ...

  • Fay Servicing

    Customer Relationship Management Specialist

    1 week ago

    Fay Servicing Chicago, United States

    ** Customer Relationship Management Specialist** · **Job Category****:** Fay Financial **Requisition Number****:** CUSTO02797 Showing 1 location **Job Details** · **Description** · **About Fay:** · **Fay Financial**, originated in 2008, is a **full-scale real estate services ...

  • Josselyn

    Biling Specialist

    2 weeks ago

    Josselyn Northbrook, United States

    Interested in expanding the reach of mental health care in our communities? Interested in joining a rapidly growing organization that puts people first and the communities we serve at the center? · The Josselyn Center team is growing as we expand our Community Mental Health Cente ...

  • Red Bull

    Student Marketeer

    1 week ago

    Red Bull Northbrook, United States

    **Company Description**: · As a Red Bull Student Marketeer, you are part of the most dynamic and empowered brand ambassador program in the world. Reporting to the local Brand Marketing Specialist, you will learn Red Bull's target group with the mission of increasing our brand ima ...

  • Infinity Systems

    Occupationally Integrated Master: Specialist

    3 weeks ago

    Infinity Systems Northbrook, IL, United States Freelance

    Are you a recent graduate with a Bachelor's degree and looking to kickstart your career with a Master's degree? Do you enjoy applying your studies directly to practical situations and creating value for a company? Then you've come to the right place - SAPHIR is here to support yo ...

  • The Wealshire Center of Excellence

    Accounts Receivable Specialist

    1 week ago

    The Wealshire Center of Excellence Lincolnshire, United States

    **About us** · Located in Lincolnshire, Illinois we are a professional, resident centered, supportive community. Our goal is to Provide excellence in Comprehensive Senior Care and Wellness. · Our work environment includes: · - Modern office setting · - Growth opportunities · Job ...

  • Robert W. Baird & Company, Inc.

    Client Relationship Specialist Investment Banking

    2 weeks ago

    Robert W. Baird & Company, Inc. Chicago, United States

    Work closely with transaction execution teams throughout the pitch and engaged deal process to provide information and insights on private equity firms that have been recommended for sell-side engagements, tracking deal milestones involving private e Relationship Specialist, Clie ...

  • Pear Tree Catering

    Catering Sales Support Specialist

    2 weeks ago

    Pear Tree Catering Lincolnshire, United States

    Overview: · Pear Tree - Hel's Kitchen Catering is seeking a highly motivated and detail-oriented Sales Support Specialist to join our team. In this new role, you will play a crucial role in providing exceptional customer service and support to our sales team. This is an excellent ...