Wealth Client Experience 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 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.