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The Opportunity:
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, Mesirow serves clients through capabilities spanning Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture results in strong employee engagement, entrepreneurship and empowerment, with ongoing opportunities for volunteerism and advancement. Mesirow was recently named one of the Best Places to Work in Chicago by Crain’s Chicago Business and one of the Top 100 RIA firms by Barron’s. At Mesirow, we invest in what matters: our clients, our communities, and our culture.
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:
Requirements:
EOE
Full Time
$39k-48k (estimate)
01/21/2024
05/14/2024
The job skills required for Client Relationship Specialist include Written Communication, Time Management, Work Ethic, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Specialist positions, which can be used as a reference in future career path planning. As a Client Relationship Specialist, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Specialist. You can explore the career advancement for a Client Relationship Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Specialist job description and responsibilities
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/22/2022: Melbourne, FL
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
03/28/2022: Springfield, OH
Ultimately, an outstanding Client Relationship Specialist will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.
02/14/2022: Bradenton, FL
Analyzing the Client's Situation.
03/16/2022: Tacoma, WA
Strong problem-solving skills to help clients overcome any obstacles and develop solutions that enhance the clients' efficiency and productivity.
03/25/2022: Cleveland, OH
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Specialist jobs
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/04/2022: Boulder, CO
They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.
03/29/2022: Davenport, IA
Team building and collaboration abilities when working with other departments to develop strategies that benefit clients.
02/20/2022: Wichita, KS
Verbal and written communication skills to call, email and meet with clients.
03/20/2022: Saint Paul, MN
Negotiation skills when presenting clients with a contract and establishing terms.
04/17/2022: Akron, OH
Step 3: View the best colleges and universities for Client Relationship Specialist.