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, with offices in 18 cities across four continents. For more information, please visit williamblair.com.
Job Summary & Responsibilities:
Provide team with assistance in managing daily service requests, reporting, and data entry.
Communicate with financial advisors, sales assistants, and management regarding client billing process.
Work on various projects/ tasks as requested by Middle Office team.
Bachelor's degree required; Finance major preferred.
Series 7 License preferred.
Strong written and oral communication skills.
Great attention to detail.
Proficiency with Microsoft Office products, specifically Excel.
Creative thinking and problem solving capabilities.
Basic knowledge and keen interest in finance.
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. EOE m/f/d/v