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Client Service Associate

William Blair
Chicago, Illinois
Based on experience
Closing date
May 15, 2024

Job Details

The qualified candidate will provide support to the Financial Institutions and National Accounts team’s client relationship management and business development activities. Responsibilities include interacting with clients and prospects to address inquiries, customizing and producing reports, and tailoring responses to specific audiences to best highlight the firm’s offerings, assisting with the RFP process. This individual will also maintain electronic records of internal capabilities and client/prospect data.

  • Manage day-to-day communications and requests for information from clients and prospects. Write tailored initiation and follow-up correspondence, tailor marketing and communication materials to specific audiences to obtain and improve ratings for key strategies. Prepare custom presentation materials, including competitive analysis and background information to best present the firm’s investment capabilities.
  • Maintain strong working relationships and coordinate with internal investment professionals and marketing support teams to meet the needs of consultants/plan sponsors regarding questionnaires, RFPs/RFIs or ad hoc data information requests.
  • Proactively provide input into the development of marketing campaigns and contribute sales ideas to better position investment capabilities, position the firm in a positive manner and educate external audiences about offerings.
  • Maintain extensive knowledge and records of all firm products and services, including investment objectives, product differentiators, fee schedules, etc.
  • Identify and maintain client/prospect data in relationship management database, including the Salesforce contact database.
  • Additional responsibilities as requested.


  • Bachelor’s degree required.
  • Progress toward MBA and/or CFA highly desirable.
  • 2-5 years of experience in asset management or comparable industry (investment consulting, plan sponsor, etc.) required.
  • Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 90 days of start date.
  • Understanding of the investment business and the firm’s products and services.
  • Highly organized with strong attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to organize and visualize data.
  • Knowledge of R Studio and Tableau a plus.
  • Ability to maintain a positive work atmosphere by communicating effectively with clients / prospects, management, and peers.
  • Ability to multi-task and prioritize numerous projects and tight deadlines.


William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

Company info
150 N Riverside Plaza

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