Associate I, Client Relations

Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent boutique. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.

William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide professional client service while responding to client inquiries and requests. The qualified individual will focus on learning how to perform necessary tasks from higher level team members, review client documentation for completeness and compliance with applicable policies and regulations and apply understanding of firm products, policies, systems and current market conditions to support Wealth Advisor teams through client interactions. In addition, the selected individual will provide basic operational support to Wealth Advisors with moderate supervision.

Essential Responsibilities:

Qualifications:

• Bachelor's Degree or equivalent work experience required.


• 1 year 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. 


• Good 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. 


• Experience with MS Office Suite.