Associate I, Middle Office at William Blair in Chicago, IL

Summary: William Blair is a Premier Global Partnership specializing in Private Wealth Management. The Associate I, Middle Office role involves learning and executing daily workflows related to client accounts, trade support, and compliance while collaborating with team members to enhance client satisfaction and operational efficiency. Responsibilities: - Gain a fundamental understanding of Middle Office processes and systems and William Blair products and services - Learn how to perform PWM Middle Office daily workflows, such as establishing new client accounts, providing trade support, updating accounting and billing information, and generating reports, in accordance with established policies and procedures - Collaborate with Front Office staff and other Middle Office team members to provide client support and resolve inquiries and issues - Promptly resolve questions and ensure maximum client satisfaction - Escalate issues that cannot be immediately resolved - Review updated policies and comply with all policies and procedures - Assist in continuous improvement by identifying possible enhancements to workflow processing and reporting templates - Perform specific project requests identified by team leads and management - Ensure Middle Office workflow activities follow established risk controls and are in compliance with applicable rules, regulations, policies and procedures - Additional responsibilities as requested Required Qualifications: - Bachelor's Degree required - A minimum of 1 year of experience in a financial services operations environment required - Attention to detail and quality - Customer service oriented - Production efficiency - Good written and verbal communication skills - Ability to work effectively in a team environment - Experience with Microsoft Office Suite Preferred Qualifications: - SIE Exam, Series 7 and 66 preferred; SIE exam and Series 7, 66 will need to be completed within 120 days (new hires - post 10/1/2018, for US only) Required Skills: Financial services operations, SIE Exam, Series 7, Series 66 Important Skills: Microsoft Office Suite Nice-to-Have Skills: Customer service oriented, Production efficiency Benefits: Medical, dental and vision coverage, Employer paid short & long-term disability and life insurance, 401(k), Profit sharing, Paid time off, Maven family & fertility benefit, Parental leave (including adoption, surrogacy, and foster placement), Other voluntary benefits