Senior Client Service Associate
BCI - Brokerage Consultants Inc.Chicago, Illinois, United States
Posted January 18, 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
Senior Client Service Associate position at a Chicago RIA, providing operational support, document preparation, CRM management, and administrative tasks.
Requirements
- Bachelors' degree and FINRA 65 or 66 license preferred
- 3+ years of experience working with a financial advisory firm
- Highly proficient in Microsoft Suite, DocuSign, Adobe; experience with a CRM and custodian systems
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan