We're Hiring!

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.