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William Blair · 1 week ago

Associate I, Client Relations

Baltimore, MD

Full-time

Onsite

Entry Level

$64K/yr - $85K/yr

1+ years exp

William Blair is a Premier Global Partnership that has delivered trusted advice for nine decades. The Associate I - Client Relations role focuses on providing professional client service, responding to inquiries, and supporting Wealth Advisor teams while learning necessary tasks and processes.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

Additional responsibilities as requested

Qualification

SIE ExamSeries 7Series 63/65Series 63/65 66MS Office SuiteCompliance knowledgeClient service orientationAttention to detailWritten communicationVerbal communicationTeam collaboration

Required

Bachelor's Degree or equivalent work experience required

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

SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days of employment

Client service orientation

Ability to organize and prioritize responsibilities and meet strict deadlines

Attention to detail and quality

Good written and verbal communication skills

Ability to work independently and cooperatively in a team environment

Ability to collaborate and build trusted relationships

Knowledge of applicable compliance/security industry rules and regulations

Experience with MS Office Suite

Preferred

Financial services industry experience preferred

Benefits

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)

Other voluntary benefits

Company

William Blair

Glassdoor4.2

William Blair is a global investment banking and asset management firm.

Founded in 1935

Chicago, Illinois, USA

1001-5000 employees

http://www.williamblair.com

H1B Sponsorship

William Blair has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (17)

2023 (20)

2022 (20)

2021 (29)

2020 (20)