We have a current opportunity for a Client Relationship Specialist on a permanent basis. The position will be based in the Chicagoland area. For further information about this position please apply.
Position: Client Relationship Specialist
Type: Hybrid
Job Summary:
The client 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 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:
- Bachelor's degree
- Minimum of 5 years relevant experience required
- FINRA Series 7 and 66 licenses strongly 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
