Mesirow
Mesirow is seeking a Client Relationship Specialist to provide high-touch service and operational support to financial advisors and their high-net-worth clients in Highland Park. The role involves onboarding clients, maintaining accounts, processing asset movements, handling billing and reporting, and managing client relationships while ensuring compliance and effective communication.
At Mesirow, we invest in what matters. We offer a personal, more custom approach to reaching financial goals and serving as a force for social good.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mesirow.
31% above the average for this role