Middle Office Associate - Client Accounts

Areas of Interest:

Private Wealth Management Middle Office


Chicago, Illinois

Date Posted:


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Company Description:

William Blair is a global investment banking and asset management firm. 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 based in Chicago and, together with its strategic partners, operates worldwide.

Job Summary & Responsibilities:

Serve as the primary point of contact for new account opening process. Manage the timely resolution of all client queries

Develop and maintain relationships with internal clients and stakeholders.- Be aware of technology changes and upcoming functionality and impact to clients 

Propose developments to improve our clients' experience and to make our processes more efficient.

Build on analysis of current processes to identify control weaknesses, streamline processes. Escalate in a timely manner to enable effective risk management

Participate in other projects as requested by management


Strong interpersonal and relationship management skills, being able to communicate clearly and concisely in all manners including face-to-face, phone and email

Teamwork skills: Strong ability to prioritize, work efficiently and accurately under pressure in a fast paced, multi-tasking environment

Proactive, self-starter with a motivation to learn quickly

Possess robust analytical skills, an attention to detail and a keen awareness of risk

Working knowledge of NFS custodial system is a plus.

College graduate or equivalent work experience

0-3+ years’ experience in brokerage firm or financial institution in the operations area or portfolio accounting area.

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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