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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.
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 Senior Client Relationship Associate serves as a core member of the client service effort supporting Private Wealth Management teams. Provide exceptional client service to clients by responding to their requests and identifying possible firm products and services to meet their needs. Resolve escalated issues. Compile and share relevant information on existing and prospective clients. Train and mentor others on the team.
Responsibilities May Include But Are Not Limited To

• Develop a deep understanding of their client’s needs and investment goals. Conduct regular outreach activities to expand relationships. Share findings and potential issues with Wealth Advisors.
• Provide subject matter expertise in responding to escalated client service requests. Identify possible changes to processes that may improve quality or client satisfaction.
• Review account documentation for completeness and accuracy, ensuring that client investment profiles are up to date.
• Maintain current knowledge about market conditions and regulatory changes that may affect client portfolios.
• Identify firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs. Proactively leverage ideas, insight and relationships to facilitate new and incremental business.
• Attend and or initiate client and prospect meetings as an integral member of the Advisor support team.
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Wealth Advisors.
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.
• Provide guidance and training to less experience team members.
• Proactively participate in firm initiatives directed 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
• 5 years of experience required, with financial services industry experience preferred
• Series 7, 63/65 (or 66) licenses required; 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

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/vBe 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

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