Associate I, Client Relations

Responsibilities

• Provide professional client service by responding to inquiries and requests
• Review client documentation for completeness and compliance with policies and regulations
• Support client onboarding, cash management, account billing, and trading requests
• Update Client Relationship Management (CRM) systems and investment profile information
• Assist in the preparation of performance reports
• Provide administrative support to Wealth Advisors, including meeting setup and travel arrangements
• Ensure all activities follow established risk controls and regulatory requirements

Requirements

• Bachelor's Degree or equivalent work experience
• 1 year of professional experience
• Financial services industry experience preferred
• Ability to obtain SIE, Series 7, and Series 63/65/66 within 150 days of employment
• Proficiency with MS Office Suite
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills

About the Company

William Blair is a premier global partnership providing investment banking, investment management, and private wealth management services. The firm combines world-class investment resources with the high-touch service and culture of an independent boutique.