What are the responsibilities and job description for the Associate II - Client Relations position at William Blair?
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.
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. For more information, visit williamblair.com.
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 II - Client Relations to act as a trusted resource to both William Blair clients and Wealth Advisors and to provide diligent, timely, and accurate client service by responding to client inquiries and requests. The qualified candidate will own the accuracy of client documentation, ensuring adherence to our compliance and policy regulations, apply understanding of firm products, policies, systems, and current market conditions to support Wealth Advisor teams through client interactions and provide operational support to Wealth Advisors with minimal supervision. In addition, the selected individual will seek out areas for improvement within the team’s processes, communication, and efficiency and participate in ad hoc projects as needed.
Responsibilities Include But May Not Be Limited To
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include 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), as well as other voluntary benefits.
Salary Range
$77,200—$95,400 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
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.
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. For more information, visit williamblair.com.
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 II - Client Relations to act as a trusted resource to both William Blair clients and Wealth Advisors and to provide diligent, timely, and accurate client service by responding to client inquiries and requests. The qualified candidate will own the accuracy of client documentation, ensuring adherence to our compliance and policy regulations, apply understanding of firm products, policies, systems, and current market conditions to support Wealth Advisor teams through client interactions and provide operational support to Wealth Advisors with minimal supervision. In addition, the selected individual will seek out areas for improvement within the team’s processes, communication, and efficiency and participate in ad hoc projects as needed.
Responsibilities Include But May Not Be Limited To
- 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.
- 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.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include 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), as well as other voluntary benefits.
Salary Range
$77,200—$95,400 USD
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Download William Blair's Privacy Policies For Job Applicants
- California Consumer Privacy Act Privacy Notice (CCPA)
- General Data Protection Regulation Privacy Notice (GDPR)
Salary : $77,200 - $95,400
Client Relations Associate
Go Thrive -
Niles, IL
Client Relations Associate
Thrive Chicago -
Gurnee, IL
Client Relations Associate
Thrive Chicago -
Schaumburg, IL
