About this role
Associate I, Client Relations at William Blair. Location: Chicago, Illinois, United States. Role: responding inquiries, reviewing documentation, updating CRM Requirements: Bachelor's degree or equivalent, 1 year experience (financial services preferred); must obtain SIE, Series 7 and Series 63/65 (or 66) within 150 days; client service orientation, MS Office and CRM experience, strong communication and organizational skills. Category: Business Operations Seniority: Entry Level Tools: Microsoft Office, Client Relationship Management (CRM) Certifications: sie, series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English