Client Relationship Associate

2 weeks ago

Los Angeles, United States William Blair Full time
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Boutique.

William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.

The Client Relationship Associate will be responsible for providing exceptional client service while responding to client inquiries and requests, and updating and reviewing client documentation for completeness and compliance with applicable policies and regulations. The selected individual will apply understanding of firm products, policies, systems and current market conditions to support Wealth Advisor teams through client interactions as well as provide operational support to Wealth Advisors.

Responsibilities include but may not be limited to:
  • Respond to client inquiries/service requests in a timely and proactive manner with focus on client onboarding, cash management, account billing, trading (where required) and operational requests.
  • Identify and communicate issues/potential problems that may require escalation.
  • Ensure all required account documentation is acquired and updated.
  • Regularly update Client Relationship Management (CRM) system. Facilitate the maintenance/updating of clients' investment profile information.
  • Develop understanding of clients' needs and preferences, as well as an understanding of current market conditions and regulatory requirements. Be responsive to changes in the business and compliance environment when communicating with clients.
  • Develop and maintain internal and external relationships focused on enhancing the client experience. Leverage internal resources to ensure the integrated delivery of client solutions.
  • Review client information and assist in the preparation of performance reports.
  • May attend client and prospect meetings as an integral member of the Advisor support team when deemed appropriate.
  • Proactively leverage ideas, insight and relationships to help facilitate new and incremental business.
  • Provide support to Investment Associates and Wealth Advisors. Participate in additional projects as requested by Advisors and/or management.
  • Facilitate general administrative tasks, if requested by Wealth Advisor(s), including but not limited to meeting set-up and travel arrangements.
  • Ensure work activities follow established risk controls and are in compliance with applicable rules, regulations, policies and procedures.
  • Additional responsibilities as requested.
Qualifications:
  • Bachelor's Degree or equivalent work experience required
  • 2 - 5 years of experience required, with financial services industry experience preferred
  • SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment
  • Client service orientation
  • Ability to organize and prioritize responsibilities and meet strict deadlines
  • Attention to detail and quality
  • Strong written and verbal communication skills
  • Ability to work independently and cooperatively in a team environment
  • Ability to collaborate and build trusted relationships
  • Knowledge of applicable compliance/ security industry rules and regulations
  • Proficiency in MS Office
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

Download William Blair's privacy policies for job applicants:
  • California Consumer Privacy Act Privacy Notice (CCPA)
  • General Data Protection Regulation Privacy Notice (GDPR)

Contact us should you have any questions or concerns.

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