Operations and Client Service Specialist
Chesley, Taft & Associates, a Chicago based employee-owned investment management
firm, is looking to hire an Operations and Client Service Specialist to support its growing
business. This individual will work as part of a team of Client Service Specialists supporting all Portfolio Managers. Responsibilities include a wide range of operational
and client service duties including but not limited to new account documentation, account maintenance requests, performance reporting, and presentations. This person will also serve as a back-up trader for the firm. Other responsibilities include answering calls, preparing client correspondence, and assisting with firm marketing initiatives including social media.
In a small firm, each professional is required to contribute in a variety of ways that may
change over time. Adaptability, plus the ability to think critically and suggest ongoing
process improvements are essential, as well as a flexible attitude and orientation toward
Other qualities required for success are:
Ability and desire to develop client relationships
Strong work ethic and attention to detail
Strong technical aptitude and desire to advance technical skills
Proficiency with office productivity software such as Microsoft Excel, Word and PowerPoint
Analytical and project management skills
This person should present herself or himself professionally at all times and have the
highest standards of integrity and honesty. The firm’s entrepreneurial environment and
growing business have provided rewarding opportunities for its small and dedicated team.
Financial industry and portfolio accounting experience is highly preferred.
College degree required.