Registered Client Associate (Wealth Management)
BCI - Brokerage Consultants Inc.Illinois, United States
Posted May 21, 2025
100000 - 150000 USD year
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
An independent financial services practice is seeking a Registered Client Associate to provide knowledge and support to Partners in all aspects of client service, including client meeting preparation, case review/input, and operational support.
Requirements
- Bachelor’s degree
- 4+ years of experience in brokerage and client services
- FINRA Series 7 required
- Excellent verbal, written, and interpersonal communication skills
- Highly organized with strong planning, multi-tasking, and follow-up skills
- Detail-oriented with a demonstrated commitment to accuracy and high-quality work
- Self-motivated with the ability to work independently and collaboratively under direction
- Ability prioritizing work, meeting deadlines, and achieving goals
- Proficient in Microsoft Office Suite
Benefits
- Comprehensive benefits plan
- Salary ranging from $100,000 to $150,000