Client Relations Associate – Wealth Advisory
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-06
Listing for:
William Blair
Full Time
position Listed on 2026-07-06
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
William Blair is seeking an Associate I - Client Relations to provide professional client service. This role involves learning from team members to complete tasks effectively, respond to client inquiries, and ensure compliance with company policies.
The ideal candidate has a Bachelor's degree, one year of experience in financial services, and must complete SIE Exam and Series licenses swiftly. Strong client service orientation and attention to detail are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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