Mesirow · 4 days ago
Client Relationship Specialist
Highland Park, IL
Full-time
Onsite
Mid Level
$75K/yr - $95K/yr
3+ years expMesirow is an independent, employee-owned financial services firm founded in 1937, headquartered in Chicago. They are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to Financial Advisors and their High-Net-Worth individual clients.
Financial Services
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
Qualification
Required
Bachelor's degree
Minimum of 3 years relevant experience required
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
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
Preferred
FINRA Series 7 and 66 licenses
Familiarity with estates
Familiarity with Salesforce, Wealthscape Investor and Black Diamond
Benefits
The opportunity for a bonus
The Mesirow benefit program
Company
Mesirow
Mesirow is an independent, employee-owned financial services firm.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
George Barbar
Senior Managing Director | Head of Regional Development and Strategy
Ketan Shah
Chief Strategy Officer (CSO) & General Counsel
Recent News
2025-12-18
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