Middle Market (New Accounts Specialist)
Chicago, IL, United States
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 Wealth Management business provides 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.
As anew accounts specialist on our middle office team, you will work to provide seamless account opening experiences, attentive account maintenance and superior customer support for our front office teams.
Responsibilities:
Assist Client Relationship Specialists and other members of Front Office with new account applications and account maintenance items
Review, approve and process new account paperwork, including verification that pertinent information is correct and complete prior to coding various systems
Adhere to and ensure all workflow activities follow established risk controls, and are in compliance with applicable policies, procedures and regulations
Provide friendly, accurate, and efficient support via chat, email, and phone
Collaborate with other members of the middle office team to resolve internal and client-facing issues
Assist with the implementation and testing of new systems, processes, and procedures to improve efficiency and quality
Requirements:
Bachelor’s degree or related work experience
Experience or avid interest in the financial services industry
Extremely proficient with use of technology, and demonstrated ability to learn new processes and technology platforms
Willingness to collaborate with teammates and consult appropriate parties when additional guidance is needed
Ability to multi-task and retain composure under pressure or with conflicting priorities
Strong interpersonal skills, including excellent verbal and written communication skills
Takes direction well and demonstrates proactive follow through on assigned tasks
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