CASY-MSCCN Jobs

Description

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Client Relationship Specialist. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

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 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

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

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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