Job summary
Job post source
This job is directly from William Blair
Job overview
The Associate II - Client Relations at William Blair acts as a trusted resource for clients and Wealth Advisors, providing accurate and timely client service while supporting operational needs.
Responsibilities and impact
Responsibilities include responding to client requests, ensuring compliance with documentation, identifying process improvements, and maintaining client relationships while providing operational support to Wealth Advisors.
Compensation and benefits
The salary range for this role is $77,200—$95,400 USD, with eligibility for discretionary bonuses and comprehensive benefits including medical, dental, vision, and a 401(k) plan.
Experience and skills
Candidates should have a Bachelor's Degree or equivalent experience, 2-4 years in financial services preferred, and must obtain required licenses within 150 days of employment.
Career development
The role offers opportunities for professional growth through training and education programs, as well as collaboration with senior team members.
Work environment and culture
William Blair fosters an inclusive culture focused on employee growth and community partnerships, emphasizing a collaborative and supportive work environment.
Company information
William Blair has been a trusted advisor since 1935, recognized for its independent partnership model and award-winning private wealth management services.
Team overview
The candidate will join a team dedicated to enhancing the client experience, working closely with Wealth Advisors and other support staff.
Unique job features
The role includes unique opportunities to engage with clients directly and participate in ad hoc projects, contributing to the team's efficiency and client satisfaction.
Company overview
William Blair is a global investment banking and asset management firm headquartered in Chicago. The company provides advisory services, investment solutions, and market insights to individuals, institutions, and corporations. Founded in 1935, it has a rich history of fostering long-term relationships and delivering innovative financial strategies. William Blair makes money through investment banking fees, asset management services, and advisory commissions. The firm is known for its client-centric approach and commitment to integrity, excellence, and teamwork.
How to land this job
Position your resume to emphasize your client service orientation, organizational skills, and attention to detail, as these are crucial for the Associate II - Client Relations role at William Blair.
Highlight your experience in financial services, particularly any roles that involved client interactions, compliance, and operational support, to align with the job requirements.
Apply through multiple channels, including William Blair's corporate site and LinkedIn, to maximize your exposure for this position.
Connect with professionals in the Client Relations division at William Blair on LinkedIn to inquire about the role; ice breakers could include asking about their experiences with client interactions or recent projects they've worked on.
Optimize your resume for ATS systems by integrating keywords from the job description, such as 'client onboarding,' 'operational support,' and 'compliance regulations,' to enhance your chances of passing initial screenings.
Utilizing Jennie Johnson's Power Apply feature can streamline your application process, ensuring your materials are tailored and effectively targeting the right channels and connections at William Blair.
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