Client Services Associate (Entry-Level)

About the Role

As a Client Relationship Associate, you will play a key role in supporting and strengthening William Blair's relationships with small and mid-sized clients. You will serve as a trusted point of contact, delivering exceptional client service while helping to coordinate relationship management activities, resolve moderately complex inquiries, and support client needs. This position offers the opportunity to work closely with clients, produce meaningful reports and communications, and contribute to a high-quality client experience through proactive follow-up, responsiveness, and professional relationship management. The ideal candidate is service-oriented, detail-focused, and committed to building strong client partnerships.

Key Responsibilities

• Perform client service duties associated with the maintenance of client portfolios, with special focus on moderately complex transactions and issues.
• Support client relationship goals by handling projects with initiative, accuracy and a sense of urgency.
• Work with administrative group, Client Services, Portfolio Specialists and other internal groups on general accounting tasks such as verifying cash flows and reporting responsibilities. Provide timely and accurate documentation and reporting.
• Interact on a daily basis with client organizations. Address inquiries from custodians and clients, such as answering questions, running client reports, including client meeting books and performing specific research and/or investigations into operational issues.
• Prepare materials for client review meetings.
• Additional responsibilities as requested.

Requirements & Tech Stack

• Bachelor’s Degree in Finance, Accounting or Business required
• 1-3 years of portfolio administration experience with an investment management firm, custodian or investment management consultant required
• SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
• Proficient in Microsoft Word, Excel, and PowerPoint

Qualifications

• Commits to satisfying internal and external customers
• Detail oriented and able to prioritize tasks
• Delivers clear, effective communication and takes responsibility for understanding others
• Accustomed to working in a fast-paced, team-oriented environment
• Works cooperatively with others to accomplish objectives
• Utilizes independent thought and judgment