Client Relationship Specialist

Mesirow; Highland Park (IL); On-site; USD 75,000 - 95,000; Full time

Job summary

Mesirow is seeking a highly motivated Client Relationship Specialist to support a team of Financial Advisors working with High-Net-Worth clients from our Highland Park office. The role emphasizes client onboarding, account maintenance, asset movement, and accurate reporting, backed by strong CRM usage and compliance awareness.

The ideal candidate has 3+ years of related experience, familiarity with Salesforce, Wealthscape Investor, and Black Diamond, and a solid proficiency in Microsoft Office.

Qualifications

• Minimum of 3 years relevant experience.
• FINRA Series 7 and 66 licenses preferred.
• Familiarity with estates preferred.
• Excellent verbal and written communication skills.
• Proficient with Microsoft Office and CRM tools.

Responsibilities

• Client onboarding and preparation of new account paperwork.
• Account maintenance and profile updates.
• Asset movement processing including journals and transfers.
• Assist with quarterly billing and performance reporting.
• Client issue resolution and relationship management.
• Gather tax information and assist with tax reporting.
• Maintaining CRM data and compliance with regulatory inquiries.
• Trade execution and error resolution as needed.

Skills

Client service

Communication

Time management

Learning agility

Attention to detail

Tools

Salesforce

Wealthscape Investor

Black Diamond

Microsoft Office

Job description

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms.

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

• Minimum of 3 years relevant experience required
• FINRA Series 7 and 66 licenses 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

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program.

EOE

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.