Client Relationship Associate
7 days ago
William Blair is a global boutique investment bank and wealth management firm that has been delivering trusted advice for nearly nine decades. We are committed to our people and culture, values, clients, and local communities.
Job SummaryWe are seeking a Client Relationship Associate to provide exceptional client service while responding to client inquiries and requests. The successful candidate will update and review client documentation for completeness and compliance with applicable policies and regulations.
Key Responsibilities- 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.
- Develop and maintain internal and external relationships focused on enhancing the client experience.
- 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.
- Bachelor's Degree or equivalent work experience required.
- 2 - 5 years of experience required, with financial services industry experience preferred.
- Series 7, 63/65 (or 66) licenses required; SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment (new hires - post 10/1/2018, for US only).
- 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.
-
Client Relationship Associate
3 weeks ago
Chicago, Illinois, United States William Blair Full timeJob Title: Client Relationship AssociateWilliam Blair is seeking a Client Relationship Associate to provide operational support to Wealth Advisors and exceptional client service while responding to client inquiries and requests.The ideal candidate will be responsible for updating and reviewing client documentation for completeness and compliance with...
-
Client Relationship Associate
4 weeks ago
Chicago, Illinois, United States William Blair Full timeJob Title: Client Relationship AssociateAt William Blair, we are seeking a highly skilled Client Relationship Associate to join our Private Wealth Management team. As a key member of our team, you will provide exceptional client service, operational support, and expertise to our Wealth Advisors and clients.Responsibilities:Respond to client inquiries and...
-
Client Relationship Associate
4 weeks ago
Chicago, Illinois, United States William Blair Full timePrivate Wealth Management Advisor SupportWilliam Blair, a premier global boutique, seeks a skilled Client Relationship Associate to provide operational support to Wealth Advisors and deliver exceptional client service. This role involves responding to client inquiries, updating client documentation, and applying knowledge of firm products and policies to...
-
Client Relationship Associate
1 week ago
Chicago, Illinois, United States Larson Maddox Full timeClient Relationship SpecialistLarson Maddox is seeking a highly motivated and detail-oriented Client Relationship Specialist to join their team. In this role, you will be responsible for new client onboarding, account registration, and managing client relationships.Key Responsibilities:Client onboarding, including preparation of new account paperwork and...
-
Client Relationship Associate
4 weeks ago
Chicago, Illinois, United States Larson Maddox Full timeClient Relationship SpecialistLarson Maddox is seeking a skilled Client Relationship Specialist to support the growth of our team. In this role, you will play a critical part in new client onboarding, account registration, and relationship management.Key Responsibilities:Client Onboarding: Prepare new account paperwork, gather client information, and ensure...
-
Client Relationship Manager
2 weeks ago
Chicago, Illinois, United States Bessemer Trust Company Full timeJob SummaryBessemer Trust is seeking a highly skilled and motivated Associate Client Advisor to join our team. As a key member of our client service team, you will be responsible for developing and maintaining strong relationships with our clients, providing exceptional service, and ensuring that their needs are met.ResponsibilitiesClient ServiceHandle...
-
Senior Client Relationship Manager
1 week ago
Chicago, Illinois, United States William Blair Full timeJob Title: Senior Client Relationship ManagerWe are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team at William Blair. This individual will build strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment...
-
Senior Client Relationship Manager
3 weeks ago
Chicago, Illinois, United States William Blair Full timeAbout William BlairWilliam Blair is a global boutique investment bank and asset management firm that has delivered trusted advice for nearly nine decades. We are committed to our people, culture, values, clients, and local communities.Job SummaryWe are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team....
-
Client Relationship Manager
4 weeks ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeClient Relationship ManagerAt BCI - Brokerage Consultants Inc, we are seeking a skilled Client Relationship Manager to join our team. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their long-term satisfaction and loyalty.The ideal candidate will have a proven...
-
Client Relationship Specialist
2 weeks ago
Chicago, Illinois, United States U.S. Bank Full timeAt U.S. Bank, we're dedicated to helping our customers and businesses succeed. Our Client Relationship Consultants play a vital role in building strong relationships with our clients, providing them with expert guidance and support to achieve their financial goals. If you're passionate about delivering exceptional customer service and have a knack for...
-
Associate Relationship Manager
3 weeks ago
Chicago, Illinois, United States AmTrav Full timeJob Title: Associate Relationship ManagerWe are seeking a highly motivated and customer-focused Associate Relationship Manager to join our team at AmTrav. As a key member of our client services team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their satisfaction and success.Key...
-
Client Relationship Specialist
1 month ago
Chicago, Illinois, United States Capital Group Full timeCapital Group is seeking a Client Relationship Specialist to represent our Institutional Investment Services to the largest institutional investment clients. As a key member of our team, you will be responsible for gathering information from various sources, synthesizing it, and presenting it in a concise and compelling manner. You will also be expected to...
-
Client Relationship Specialist
2 months ago
Chicago, Illinois, United States Kovitz Full timePOSITION SUMMARYThe Client Relationship Specialist plays a vital role within the Wealth Management division, delivering a comprehensive range of technical and client management assistance to Senior Advisors, Advisors, and clients of Kovitz. This position serves as a bridge connecting clients, Advisors, custodians, and the Operations Team. Our Client...
-
Client Relationship Specialist
2 weeks ago
Chicago, Illinois, United States tastylive Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Relationship Representative to join our team at tastyfx. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients, driving business growth, and delivering exceptional customer experiences.Key...
-
Client Relationship Specialist
2 months ago
Chicago, Illinois, United States Insight Global Full timeOverview:Insight Global is seeking a Client Services Representative to support the Futures & Options division. This role involves direct interaction with clients and internal teams concerning trade commissions, inquiries, trade discrepancies, and brokerage fees. Attention to detail and strong client relationship skills are essential, as this position is...
-
Client Relationship Specialist
3 weeks ago
Chicago, Illinois, United States U.S. Bank Full timeJob DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance on our deposit and loan products and services.Key Responsibilities:Meet with clients...
-
Client Relationship Manager
2 weeks ago
Chicago, Illinois, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our Institutional Investment Services team, you will be responsible for representing Capital Group to our largest institutional investment clients.Key Responsibilities:Develop and maintain meaningful relationships with clients...
-
Relationship Management Associate
4 weeks ago
Chicago, Illinois, United States Driehaus Capital Management Full timeRelationship Management AssociateDriehaus Capital Management LLC is a leading investment management firm that offers a range of global, emerging markets, US growth equity, and alternative investment strategies. Our diverse client base includes corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers, and financial...
-
Client Relationship Specialist
1 month ago
Chicago, Illinois, United States Budget Van Lines Inc Full timeJob OverviewThe Client Relationship Specialist will be responsible for post-sale activities within our organization. The ideal candidate is a driven, solution-oriented professional who can operate autonomously while effectively managing their responsibilities and prioritizing tasks in a dynamic startup atmosphere. This individual must excel at establishing...
-
Client Relationship Specialist
3 weeks ago
Chicago, Illinois, United States U.S. Bank Full timeJob SummaryWe are seeking a skilled Client Relationship Consultant to join our team at U.S. Bank. As a Client Relationship Consultant, you will be responsible for building and maintaining strong relationships with our customers, providing them with exceptional service and support to meet their banking needs.Key ResponsibilitiesMeet with customers to...