William Blair · 1 day ago
Associate II, Client Relations
United States of America
Full-time
Onsite
Entry, Mid Level
$77K/yr - $95K/yr
2+ years exp
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Responsibilities
Assess and respond to client requests in a diligent, timely, and accurate manner with a focus on client onboarding, cash management, account billing, trading (where required) and operational requests.
Own the identification and communication of issues/potential problems that may require escalation.
Ensure all required client account documentation adheres to William Blair’s legal and compliance.
Seek out areas for improvement within the team’s processes, communication, and efficiency. Communicate these to senior team members and collaborate on ways to implement improvements.
Regularly update Client Relationship Management (CRM) system. 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. Leverage internal resources to ensure the integrated delivery of client solutions.
Learn the full scope of client offerings within the firm. Collaborate with senior team members to determine if there are clients who could utilize additional services.
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 Business Managers, Investment Associates, and Wealth Advisors. Participate in additional projects as requested by Advisors and/or management.
Take ownership of 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.
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.
Additional responsibilities as requested.
Qualification
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Required
Bachelor's Degree or equivalent work experience required
2 – 4 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
Strong ability to organize and prioritize responsibilities and meet strict deadlines
High attention to detail and quality
Strong written and verbal communication skills
Strong ability to work independently and cooperatively in a team environment
Strong ability to collaborate and build trusted relationships
Knowledge of applicable compliance/ security industry rules and regulations
Proficiency in MS Office Suite
Preferred
Financial services industry experience
Benefits
Medical, dental and vision coverage
Employer paid short & long-term disability and life insurance
401(k)
Profit sharing
Paid time off
Maven family & fertility benefit
Parental leave (including adoption, surrogacy, and foster placement)
Other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
1001-5000 employees
H1B Sponsorship
William Blair has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (18)
2022 (17)
2021 (31)
2020 (22)
Funding
Current Stage
Late StageLeadership Team
Brent Gledhill
President & CEO
Jon Zindel
Chief Financial Officer
Recent News
2024-12-05
MarketScreener
2024-11-20
2024-11-19
Company data provided by crunchbase
