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:
(862-3)

Job Type:
Permanent

Title:
Client Service Associate (862-3)

Location:
Chicago Loop

Description:
Our client is a registered investment advisory firm which invests and
manages portfolios for high net worth individuals and institutional clients.
The Client Service Associate is primarily responsible for being the first
point of contact for the firmís clients. This role works alongside the
Financial Advisors to ensure their clientsí needs are met in a timely and
professional manner. The ideal candidate would be passionate about client
service and approach their work with an eagerness to ensure accuracy and
professionalism in all client deliverables.

RESPONSIBILITIES:
Support multiple Financial Advisors
Answer client questions via phone and e-mail
Process various client requests (checks, wires, transfers between accounts,
mutual funds)
Work with our clearing firm (Pershing) to process client requests and
resolve issues
Document preparation and management
Meeting preparation and coordination
Maintaining and organizing paper and electronic files
New account and private placement administrative activities
Firm mailings

REQUIREMENTS:
3+ years of relevant work experience (financial services industry experience
preferred)
Bachelorís degree required
Proficient in Microsoft Office applications (Word, Excel, PowerPoint,
Outlook)
Experience with Pershing and related software (NetX360) preferred
Experience with APX or Axys preferred
Excellent communication skills, multi-tasking ability, and attention to
detail

Category:
Asset Management // Financial Services Software

Contact:
jordan@bcius.com