Client Relations Associate I - Wealth Management
William Blair
William Blair's Private Wealth Management team in Chicago is seeking an Associate I - Client Relations to deliver professional client service and handle inquiries with accuracy and discretion. The role focuses on onboarding, reviewing client documents, updating CRM, supporting Wealth Advisors, and preparing performance reports, with opportunities to participate in client meetings and contribute to risk-compliant processes. #J-18808-Ljbffr William Blair
Vacancy posted 1 day ago
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