Client Relationship Associate - William Blair : Job Details

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.

Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.

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.

Job Description

Private Wealth Management advises high-net-worth individuals and families, foundations, and endowments on investing, wealth planning, lending, and philanthropy. Through a continuing dialogue with clients, advisors provide customized investment strategies built on financial expertise and an unwavering focus on clients' evolving needs. The firm has been a well-respected provider of private wealth management for over 85 years and has won several awards from Barron's and Forbes for best wealth advisors and wealth advisor teams.

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

Responsibilities may include but are not 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

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