Client Relationship SpecialistMesirow Financial Holdings, Inc. • Highland Park, Illinois, United States
Client Relationship Specialist
Mesirow Financial Holdings, Inc.
- Highland Park, Illinois, United States
- Highland Park, Illinois, United States
À propos
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office 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
Compétences linguistiques
- English
Avis aux utilisateurs
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