Associate II, Client Relations

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.

The qualified candidate will act as a trusted resource to both William Blair clients and Wealth Advisors and provide diligent, timely, and accurate client service by responding to client inquiries and requests. The Associate, Client Relations 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 increme