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Client Relationship Associate

2 months ago

Chicago, Illinois, United States William Blair Full time
About the Role

At William Blair, we are seeking a highly skilled Client Relationship Associate to provide exceptional client service and operational support to our Wealth Advisors. This is an exciting opportunity to join a leading global boutique investment bank and wealth management firm.

Key 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 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.
  • 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.
Requirements
  • 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.