Job Summary

• Act as a trusted resource to both William Blair clients and Wealth Advisors, providing diligent, timely, and accurate client service by responding to client inquiries and requests.
• Own the accuracy of client documentation, ensuring adherence to compliance and policy regulations, and apply understanding of firm products, policies, systems, and current market conditions to support Wealth Advisor teams.
• Seek out areas for improvement within the team’s processes, communication, and efficiency, and participate in ad hoc projects as needed.

Matching Summary

Salary

Base: $77,200 - $95,400; Bonus/Equity: discretionary annual bonus and/or commission-based incentives; 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, other voluntary benefits

Skills & Requirements

Key Requirements

• Bachelor's Degree or equivalent work experience
• 2 – 4 years of experience
• Financial services industry experience preferred
• Series 7, 63/65 (or 66) licenses required
• SIE Exam, Series 7, and Series 63/65 (or 66) must be acquired within 150 days
• Client service orientation
• Strong ability to organize and prioritize
• High attention to detail and quality
• Strong written and verbal communication skills
• Strong ability to work independently and cooperatively
• Strong ability to collaborate and build trusted relationships
• Knowledge of applicable compliance/security industry rules
• Proficiency in MS Office Suite

Work Rights