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:
1049-256

Job Type:
Permanent

Title:
Operations Specialist (1049-256)

Location:
Hoffman Estates, IL

Description:
The Operations Specialist is a key role within the organization by managing
operations and administrative processes within the firm. The individual will
contribute directly to production efforts and engage with clients directly to
meet their unique needs. The right candidate will have the ability to see
processes within a system context and utilize technology and tool adoption to
enhance efficiencies throughout the operation; including, measurable
improvements.

RESPONSIBILITIES:
New client engagement to create documentation for onboarding new relationships
Client engagement meetings – from initiating, confirming, documenting and
archiving
Respond to spontaneous client inquiries
Client household/account maintenance: beneficiary information, address,
reporting, statements, changes to trustee, etc.
Communicate with client Estate Planning Attorney or CPA offices on behalf of
client’s administrative needs
Assist in archiving process; closed accounts, imaging, paperless

REQUIREMENTS:
Registered Investment Advisory (RIA) and/or Family Office experience
10 Years’ Operational Experience
Bachelor’s Degree
Strong verbal and written communication skills
Previous experience in a client service position preferred
Exceptional MS Office experience (Excel, Word, PowerPoint, Publisher)
Previous experience using a CRM system (i.e. Goldmine)


Category:
Asset Management // Broker Dealer

Contact:
zach@bcius.com