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 Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $13B 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 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.
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
Minimum of 3 years relevant experience required
FINRA Series 7 and 66 licenses preferred
Familiarity with estates preferred
Familiarity with Schwab platform 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, MoneyGuidePro 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
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $13B 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 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.
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
Minimum of 3 years relevant experience required
FINRA Series 7 and 66 licenses preferred
Familiarity with estates preferred
Familiarity with Schwab platform 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, MoneyGuidePro 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
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr