Wealth Client Experience Specialist
Job in
Highland Park, Lake County, Illinois, 60035, USA
Listed on 2026-08-03
Listing for:
Mesirow
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Mesirow is seeking a highly motivated Client Relationship Specialist to support a team of Financial Advisors working with High-Net-Worth clients from our Highland Park office. The role emphasizes client onboarding, account maintenance, asset movement, and accurate reporting, backed by strong CRM usage and compliance awareness.
The ideal candidate has 3+ years of related experience, familiarity with Salesforce, Wealthscape Investor, and Black Diamond, and a solid proficiency in Microsoft Office.
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