Associate I

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

At William Blair, we have delivered trusted advice for nine decades, deepening our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

Our Approach

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.

Our Services

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.

Culture and Community

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.

Partnerships and Legacy

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.

About the Role

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.

Responsibilities

• Gain an understanding of the processes and procedures required for client account activity.
• Receive guidance from senior members on the team.
• Review and respond to client inquiries/service requests in a timely manner with a focus on client onboarding, cash management, account billing, trading (where required) and operational requests.
• Learn how to identify and communicate issues/potential problems that may require escalation.
• Review client account documentation to ensure all required account documentation is acquired and updated.
• Regularly update Client Relationship Management (CRM) system.
• Assist with the facilitation of 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.
• Learn how to develop and maintain internal and external relationships focused on enhancing the client experience.
• Leverage internal resources to ensure the integrated delivery of client solutions.
• 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.
• 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.
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.