Client Relationship Associate
6 days ago
At 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 requests in a timely and proactive manner, focusing on client onboarding, cash management, account billing, trading, and operational requests.
- Identify and communicate issues or potential problems that may require escalation.
- Ensure all required account documentation is acquired and updated.
- Regularly update the Client Relationship Management (CRM) system and facilitate the maintenance/updating of clients' investment profile information.
- Develop an understanding of clients' needs and preferences, as well as 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 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.
- 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.
We offer a dynamic and inclusive work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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