Senior Client Services Associate (Intermediary Distribution)

William Blair•Chicago, IL

12d•$85,000 - $123,500•Hybrid

About The Position

William Blair is seeking a highly motivated Senior Client Services Associate to take a lead role in supporting the Intermediary team’s client relationship management and business development efforts, particularly for complex client needs and high-priority initiatives. The role supports client relationship goals through professional communication, timely responses, proactive follow-up, and excellent customer service for clients and prospects. The associate also mentors junior staff and serves as a subject matter resource for complicated or atypical requests. The position engages directly with clients and prospects, produces tailored reports and presentation materials, supports RFPs and competitive analysis, and maintains accurate client and prospect information in Salesforce. It coordinates with investment professionals, Portfolio Specialists, marketing teams, and other internal groups, while contributing ideas to sales and marketing strategy. The associate maintains deep knowledge of the firm’s products and services, including their investment objectives, differentiators, fees, and competitive positioning. A bachelor’s degree is required, with Finance, Accounting, or Business preferred. Progress toward an MBA, CFA, or another advanced degree is preferred. Candidates must have 5–7 years of experience in asset management or a comparable industry. SIE, Series 7, and Series 66 licenses—or Series 63 and Series 65—are required or must be obtained within 90 days of the start date. The role is hybrid. The stated base salary range is $85,000–$123,500, with eligibility for a discretionary annual bonus and/or commission-based incentives.

Requirements

Bachelor’s degree required.
5–7 years of experience in asset management or a comparable industry, such as investment consulting, plan sponsor work, or intermediary distribution.
SIE, Series 7, and Series 66 licenses, or Series 63 and Series 65 licenses, required or to be obtained within 90 days of the start date.
Deep understanding of the investment business, intermediary distribution landscape, and the firm’s products and services.
Strong organization and attention to detail, with the ability to prioritize and manage high-profile projects under tight deadlines.

Nice To Haves

Finance, Accounting, or Business degree preferred.
Progress toward an MBA, CFA, or advanced degree preferred.

Responsibilities

Lead client and prospect engagement by addressing complex inquiries and producing tailored reports that highlight the firm’s investment capabilities and offerings.
Own the RFP and presentation process, including tailoring responses, preparing custom materials, and developing competitive analysis and background information for high-profile meetings.
Maintain comprehensive, accurate electronic records of client and prospect data in Salesforce and support CRM best practices and data standards within the team.
Manage and prioritize incoming client and prospect information requests, providing timely, accurate, audience-appropriate responses.
Coordinate with internal investment professionals, Portfolio Specialists, marketing support teams, and other internal groups to meet client and prospect needs.
Provide input on marketing campaigns and contribute sales ideas to position investment capabilities, enhance the firm’s brand, and educate external audiences.
Maintain extensive knowledge and records of firm products and services, including investment objectives, differentiators, fee schedules, and competitive positioning.
Mentor and support junior associates on complicated transactions, escalated inquiries, workflow processes, and product and platform knowledge.
Perform additional responsibilities as requested.