BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1019-3

Job Type:
Permanent

Title:
Client Services Associate (1019-3)

Location:
Chicago, IL

Description:
$40-50k/year base salary plus excellent benefits

Dynamic and growing wealth management firm looking to add a client services specialist
who will assist their financial advisor team with client needs/requests. The position
includes account administration work and direct contact with clients. Excellent
organizational and client service skills are a must.

RESPONSIBILITIES:
Respond to client needs/requests in a timely/professional manner
Prepare client statements/tax reports/invoices
Process account paperwork for new/existing clients
Work with custodial services team to service account issues
Prepare client meeting materials
Keep client operation processes up to date with features/services offered by custodial
partners
Act as key liaison with firm?s portfolio administration software team
Assist advisor team with in-person marketing efforts/event planning
Answer phones periodically

REQUIREMENTS:
2+ years? experience in the financial services industry
Excellent communication/customer service skills
Highly organized/detail oriented
Experience in Salesforce or Advent Black Diamond software a plus
Self-motivated and desire to perform as essential part of a team


Category:
Asset Management

Contact:
jordan@bcius.com