Client Relationship Specialist, Robert Half

Client Relationship Specialist

Robert Half

Location:

United States, Chicago

Category:

Finance

Contract Type:

Employment contract

Salary:

85000.00 - 95000.00 USD / Year

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Job Description:

We are seeking a highly motivated Client Relationship Specialist 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.

Job Responsibility:

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

Requirements:

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Nice to have:

Familiarity with estates
Familiarity with Salesforce, Wealthscape Investor and Black Diamond

What we offer:

medical, vision, dental, life, and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 21, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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