Top 356 Brokerage Manager Jobs in Chicago, IL

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
International Trade Compliance Manager
Ace Hardware Corporation —Oak Brook, IL
- $137,700 - $175,600 a year
- Full-time
- Spanish
- 7 years
- English
- Paid holidays
- Disability insurance
Department Manager, Customs Brokerage
PASONA N A, INC. —Arlington Heights, IL
- $105,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- English
- Office
Senior Brokerage Account Manager
Forward Air —Des Plaines, IL
- $90,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
6d
Customs Brokerage Manager
WR Logistics —Des Plaines, IL
- $95,000 - $120,000 a year
- Full-time
- 7 years
- Mentoring
- Senior level
- Health insurance
- Dental insurance
Quick Apply
6d
Brokerage Operations Manager
M1 Finance —Chicago, IL
- $140,000 - $160,000 a year
- Full-time
- Remote
- 7 years
- Office
- SQL
- Disability insurance
- Dental insurance
Quick Apply
Portfolio Manager
DV Trading —Chicago, IL
- $100,000 - $200,000 a year
- Management
- Mid-level
- Leadership
- Health savings account
- AD&D insurance
Logistics Manager
Motorola Solutions —Chicago, IL
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- 5 years
- ERP systems
- English
- Paid parental leave
- Employee stock purchase plan
Futures Client Relationship Manager
Morgan Stanley —Chicago, IL
- $58,000 - $115,000 a year
- Research
- Mid-level
- Office
- Health savings account
- Paid holidays
Complex Trade Support Client Relationship Manager
Morgan Stanley —Chicago, IL
- $58,000 - $115,000 a year
- Research
- Mid-level
- Bachelor's degree
- Health savings account
- Paid holidays
Customs Brokerage Manager
Rohlig Logistics —Mount Prospect, IL
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- 7 years
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Account Manager
Alliant Insurance Services —Chicago, IL
- $110,000 - $130,000 a year
- Email
- 6 years
- Mid-level
- Office
Quick Apply
Transaction Manager
CBRE —Chicago, IL
- $43.27 - $69.72 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
Senior Risk Management & Insurance Analyst
Rotary International —Chicago, IL
- $99,900 - $111,000 a year
- Customer service
- 5 years
- Data analysis skills
- Health insurance
- Dental insurance
Quick Apply
2d
Sales Account Executive – International Logistics
Laufer Group International —Chicago, IL
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- 3 years
- Business development experience
- Health savings account
- AD&D insurance
Quick Apply
6d
Business Development Manager - Outside Sales / International Logistics
Manitoulin Global Forwarding —Glen Ellyn, IL
- Full-time
- 5 years
- Senior level
- Communication skills
Quick Apply
Field Sales Representative
Meta Business Group —Tinley Park, IL
- $50,000 - $75,000 a year
- Full-time
- Driver's License
- Driving
- US work authorization
- Paid training
- Health insurance
Quick Apply
10d
Executive Underwriter, AIGRM
National Union Fire Insurance Company of Pittsburgh, Pa. —Chicago, IL
- $104,600 - $127,600 a year
- Email
- Office
- Bachelor's degree
- Senior level
- Health insurance
Quick Apply
Customer Relationship Manager/Associate Agency Representative (Oak Brook, IL)
Apogee Insurance Group —Oak Brook, IL
- From $53,000 a year
- Office
- Bachelor's degree
- 1 year
- Food provided
Quick Apply
Account Manager
AFC Companies —Chicago, IL
- From $60,000 a year
- Mid-level
- Office
- Organizational skills
Quick Apply

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Brokerage Manager jobs near Chicago, IL

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Winnetka, IL

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 65
Business
Series 63

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

2+ years of financial industry experience strongly preferred
Active FINRA Series 7 and 66 (or 63 and 65) licenses, IL Life & Health Insurance license (or ability to obtain within 180 days)
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Strong communication skills
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Location:

Winnetka, IL – conveniently located near Metra for an easy commute.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

License/Certification:

FINRA Series 7 license? (Preferred)

Ability to Commute:

Winnetka, IL 60093 (Required)

Ability to Relocate:

Winnetka, IL 60093: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

Brokerage Manager jobs in Chicago, IL

Registered Client Administrative Manager

International Trade Compliance Manager

Department Manager, Customs Brokerage

Senior Brokerage Account Manager

Customs Brokerage Manager

Brokerage Operations Manager

Portfolio Manager

Logistics Manager

Futures Client Relationship Manager

Complex Trade Support Client Relationship Manager

Customs Brokerage Manager

Account Manager

Transaction Manager

Senior Risk Management & Insurance Analyst

Sales Account Executive – International Logistics

Business Development Manager - Outside Sales / International Logistics

Field Sales Representative

Executive Underwriter, AIGRM

Customer Relationship Manager/Associate Agency Representative (Oak Brook, IL)

Account Manager

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