Client Relationship Associate - Philadelphia

William Blair - Wyncote, PA

Full-time - Mid Level

Wyncote, PA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Client Relationship Associate at William Blair is responsible for delivering exceptional client service by addressing client inquiries, managing documentation, and supporting Wealth Advisor teams. This role requires a strong understanding of firm products and market conditions to enhance client experiences and ensure compliance with regulations.

Responsibilities

• Respond to client inquiries/service requests in a timely and proactive manner with focus on client onboarding, cash management, account billing, trading, and operational requests.
• Identify and communicate issues/potential problems that may require escalation.
• Ensure all required account documentation is acquired and updated.
• Regularly update Client Relationship Management (CRM) system.
• Facilitate the maintenance/updating of clients' investment profile information.
• Develop understanding of clients' needs and preferences, as well as 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.
• 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 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 meeting set-up and travel arrangements.
• Ensure work activities follow established risk controls and are in compliance with applicable rules, regulations, policies and procedures.

Requirements

• Bachelor's Degree or equivalent work experience required
• 2 - 5 years 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
• Strong 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
• Proficiency in MS Office