Client Relations Associate — Wealth Management
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-27
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-27
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
William Blair Private Wealth Management is seeking an Associate I - Client Relations to provide professional client service while responding to client inquiries and requests. The selected individual will learn from senior team members, review client documentation for completeness and compliance, and support Wealth Advisor teams through client interactions.
Essential responsibilities include onboarding support, cash management, account billing, trading assistance, CRM updates, and maintaining
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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