Client Service / Administrative Assistant
BCI - Brokerage Consultants Inc.Naperville, Illinois, United States
Posted August 22, 2023
Full Time
About the Company
BCI – Brokerage Consultants Inc. is a boutique executive search and staffing firm that has been matching top talent with financial services companies across the United States for 25 years. With headquarters in Chicago’s Mercantile Exchange Center and a satellite office in New York City, BCI specializes in filling executive‑level roles and temporary positions for hedge funds, private equity, wealth management, fintech, and other financial institutions. The firm’s deep industry expertise and proven track record of delivering high‑quality candidates and negotiating favorable terms distinguish it as a trusted partner for critical hires. BCI’s network spans every level of the financial sector, from family offices to municipal finance, enabling rapid, tailored recruitment solutions.
Job Description
Wealth Management is seeking a Client Service / Administrative Assistant to provide exceptional client service and support to its wealth advisors. Responsibilities include processing new accounts, coordinating client meetings, and handling various administrative tasks.
Requirements
- Preferred experience of 1-2+ years in wealth management, securities, or financial planning industry
- Redtail CRM a plus
- General understanding of and interest in client service within a financial planning/investment-related firm