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    Client Service Analyst - Chicago, United States - Gresham Partners LLC

    Gresham Partners LLC
    Gresham Partners LLC Chicago, United States

    1 week ago

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    Description

    Welcome to Gresham Partners, LLC!

    Founded in 1997, Gresham Partners, LLC is a Chicago-based firm managing $8 billion in investments for ultra-high-net-worth families nationwide. We pride ourselves on our unique investment strategies and outstanding performance track record.

    We are currently looking for a dedicated Client Service Analyst to join our team!

    Responsibilities:

    • Client Relationship Management (CRM) tasks as per Associate instructions
    • Enter investment/withdrawal/transfer recommendations
    • Update allocation targets and prepare client meeting reports
    • Assist in running reports for cash flow management

    Custodian (Fidelity & Fidelity Charitable Gift Fund):

    • Prepare and review trade forms and activities
    • Process monthly investment wires and quarterly calls
    • Handle client requests for money movements and transfers
    • Assist in paperwork preparation for transactions
    • Reconcile transfer activities and resolve account issues

    Investor Relations Tasks:

    • Prepare and track subscription documents and transaction paperwork
    • Handle communication of outstanding paperwork
    • Support Class B/OCIO clients and retired employees
    • Coordinate portal set-up and paperwork facilitation

    Administrative Responsibilities:

    • Organize and save investment paperwork and client materials
    • Assist in document preparation for various financial transactions
    • Support in administrative tasks such as faxing, scanning, etc.
    • Contribute to reporting and compliance activities

    Requirements:

    • Bachelor's degree in relevant fields preferred
    • 0-2 years of experience in financial services
    • Proficiency in Microsoft Office suite and other relevant software
    • Strong organizational, communication, and multitasking skills
    • Attention to detail and ability to prioritize under tight deadlines

    Benefits:

    • Medical, Dental & Vision coverage
    • Employer Paid Life Insurance and Disability benefits
    • Generous Parental Leave policy
    • 401(k) and Education Reimbursement Programs
    • 15 Vacation Days, 5 Sick Days, and more

    Join our team at Gresham Partners, where your skills and dedication can thrive!

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