Williamblair

Associate I, Client Relations

Chicago, Illinois, United States

Sponsorship not specified$63k-$85kDetected 8 days ago

ComplianceCRMCommunicationProblem SolvingMicrosoft Office

About the role

Join William Blair, the Premier Global Partnership.
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.

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.
May attend client and prospect meetings as an integral member of the Advisor support team when deemed appropriate.
Provide support to Business Managers, Investment Associates, and Wealth Advisors. Participate in additional projects as requested by Advisors and/or management.
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.
We are committed to empowering our colleagues to deliver client success and engage in our communities.
We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
In addition, the selected individual will provide basic operational support to Wealth Advisors with moderate supervision.

Bachelor's Degree or equivalent work experience required.
SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment.
Ability to organize and prioritize responsibilities and meet strict deadlines.
Ability to work independently and cooperatively in a team environment.
Knowledge of applicable compliance/security industry rules and regulations.
Experience with MS Office Suite.
Client service orientation.
Attention to detail and quality.
Good written and verbal communication skills.
Ability to collaborate and build trusted relationships.
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
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.

1 year of experience required, with financial services industry experience preferred.

$63,000 - $85,000 USD
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.

Vision for Tomorrow's Opportunities.
Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.

William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

This listing is sourced directly from Williamblair's careers page and normalized into a canonical job model.