Operations Specialist (Wealth Management)

Mesirow Financial • Highland Park, IL • 14h ago

Description

The Opportunity:

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 Global Investment Management, Capital Markets and Investment Banking, and Advisory Services. We are proud that our intentional culture fosters strong employee engagement, entrepreneurship, and empowerment, with ongoing opportunities for professional development. 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 $12B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals.

As a Schwab Operations Specialist, you will be a key member of our operations team, primarily supporting the firm's relationship with Charles Schwab, one of our primary custodians. This role is responsible for assisting with account opening, billing, and addressing operational questions related to Schwab, while ensuring a seamless experience for our front office teams and clients.

Responsibilities:

· New Accounts & Maintenance: Facilitate the account opening process and manage maintenance requests for client accounts held at Schwab, Fidelity, and other custodians utilized within Wealth Management, ensuring accuracy and compliance with firm policies.

· Operational Support: Serve as a key resource for front-office and support staff, addressing Schwab-related inquiries.

· Billing: Assist with billing functions related to investment accounts, ensuring accuracy and timely processing.

· Compliance & Risk Management: Ensure workflows align with internal risk controls and comply with firm policies, industry regulations, and custodial requirements.

· Collaboration & Problem-Solving: Work closely with other members of the middle office team to resolve internal and client-facing issues efficiently.

· Process Improvement: Assist with implementing and testing new systems, processes, and procedures to improve operational efficiency and enhance the client experience.

Qualifications:

· Bachelor's degree required

· Minimum of two years' experience of operations experience in financial services, preferably in wealth management.

· Prior experience working with Charles Schwab's custodial platform is highly preferred.

· Strong proficiency with technology and a demonstrated ability to learn new platforms quickly.

· Detail-oriented with strong organizational and problem-solving skills.

· Ability to multi-task and manage priorities in a fast-paced environment.

· Strong interpersonal and communication skills, with a service-oriented mindset.

· A collaborative and proactive approach to problem-solving.

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $60,000 and $75,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.

EOE

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Similar Jobs

Administrative Specialist III

UL, LLC • Northbrook, IL • 17h ago

Management & Administrative

Applies varied and moderately complex clerical procedures, methods, and techniques to support business functions and processes. Assists the organizational team with various projects or special tasks as needed. Assists in...

17h ago

Go to Apply

Customer Service Associate

Walgreens • Evanston, IL • 18h ago

Management & Administrative

Job Description: Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Custome...

18h ago

Go to Apply

Customer Service Representative

Robert Half • Rosemont, IL • 18h ago

Management & Administrative

Description We are looking for a Customer Service Representative to join our team in Rosemont, Illinois. In this Contract-to-Permanent position, you will play a pivotal role in ensuring customer satisfaction by managing...

18h ago

Go to Apply

Customer Service Representative

Robert Half • Rosemont, IL • 18h ago

Management & Administrative

Description We are looking for a motivated Customer Service Representative to join our team in Rosemont, Illinois. This Contract to permanent position offers an opportunity to support customers with exceptional service w...

18h ago

Go to Apply

Marketing Analytics Consultant

SolomonEdwards • Riverwoods, IL • 1d ago

Management & Administrative

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most p...

1d ago

Go to Apply

National Key Account Manager

Bosch • Mount Prospect, IL • 1d ago

Management & Administrative

Company Description At the Robert Bosch Tool Corporation , we know that every career matters. Which is why you should conduct yours on a grand scale. Headquartered in the northwest Chicago suburb of Mount Prospect, we ar...

1d ago

Go to Apply

Customer Service Associate

Walgreens • Lake Zurich, IL • 1d ago

Management & Administrative

1d ago

Go to Apply

Executive Administrative Assistant

ManpowerGroup • Libertyville, IL • 1d ago

Management & Administrative

Title: Executive Administrative Assistant Location: North Chicago, IL Duration: 6 Months Pay Range: $21/hr to $26/hr (On W2) 100% Remote role We are looking for a "Executive Administrative Assistant " to join one of our...

1d ago

Go to Apply

HCP Marketing Manager I/II - Rheumatology

AbbVie • Mettawa, IL • 2d ago

Management & Administrative

Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable imp...

2d ago

Go to Apply

Customer Service II

ManpowerGroup • Lake Bluff, IL • 2d ago

Management & Administrative

Our client, a leading provider in customer service solutions, is seeking a Customer Service II to join their team. As a Customer Service II, you will be part of the operations team supporting customer satisfaction and se...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.