Client Relationship Specialist - Stuart - Mesirow

    Mesirow
    Mesirow Stuart

    1 week ago

    Description

    Job Description:

    Mesirow is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of Financial Advisors.

    • Client onboarding: prepare new account paperwork and gather client information.
    • Account maintenance: registration changes & profile updates.
    • Asset movement processing: journals,wire transfers,EFTs.

  • Only for registered members Stuart, FL

    A well established employee owned wealth management firm with a multi decade track record of serving High Net Worth and Ultra High Net Worth clients is seeking a Client Relationship Specialist for its Stuart Florida office. · ...

  • Only for registered members Stuart

    Wealth management firm seeking Client Relationship Specialist in Stuart, Florida office.A well-established employee-owned wealth management firm with a multi-decade track record of serving High Net Worth and Ultra High Net Worth clients is seeking a Client Relationship Specialist ...

  • Only for registered members Stuart

    Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Serv ...

  • Only for registered members Stuart, Florida, , United States

    We are seeking a highly motivated Client Relationship Specialist to work out of our Stuart, Florida 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. · Client ...

  • Only for registered members Stuart, FL

    Mesirow is seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors in Stuart, Florida. · ...

  • Only for registered members Port Saint Lucie

    ++A well-established financial services firm seeks a Client Relationship Specialist for High-Net-Worth individuals and families. · +Client Onboarding & Account AdministrationGather client informationPrepare operational paperwork including letters of authorization,Asset Movement & ...

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