Client Services Associate

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

Responsibilities include but may not be limited to:

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  Perform client service duties associated with the maintenance of client portfolios, with special focus on moderately complex transactions and issues.

  
  


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  Support client relationship goals by handling projects with initiative, accuracy and a sense of urgency.

  
  


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  Work with administrative group, Client Services, Portfolio Specialists and other internal groups on general accounting tasks such as verifying cash flows and reporting responsibilities. Provide timely and accurate documentation and reporting.

  
  


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  Interact on a daily basis with client organizations. Address inquiries from custodians and clients, such as answering questions, running client reports, including client meeting books and performing specific research and/or investigations into operational issues.

  
  


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  Prepare materials for client review meetings.

  
  


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  Additional responsibilities as requested.

  
  

Qualifications:

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  Bachelor’s Degree in Finance, Accounting or Business required

  
  


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  3-5 years of portfolio administration experience with an investment management firm, custodian or investment management consultant required

  
  


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  SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start

  
  


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  Commits to satisfying internal and external customers

  
  


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  Detail oriented and able to prioritize tasks

  
  


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  Delivers clear, effective communication and takes responsibility for understanding others

  
  


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  Proficient in Microsoft Word, Excel, and PowerPoint

  
  


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  Accustomed to working in a fast-paced, team oriented environment

  
  


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  Works cooperatively with others to accomplish objectives

  
  


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  Utilizes independent thought and judgment

  
  

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