Details: Organization Overview William Blair & Company, L.L.C. is a global investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. William Blair & Company is based in Chicago, with office locations including Boston; London; New York; San Francisco; Shanghai; Wilmington, Delaware; and Zurich. For more information, please visit www.williamblair.com. Department Private Client Advisory ResponsibilitiesDevelop and service existing client relationships, monitor clients’ investment objectives on an ongoing basis, continually monitor portfolios and markets, work to win additional available assets under supervision, and communicate value of their William Blair relationship. Respond to inquiries from clients and their associated professionals, including investment managers, legal and tax representatives. Identify private investor prospects, market the firm’s financial services and convert prospects to clients with assets under supervision.Provide personal financial analysis, counseling, and advisory services for clients in the following areas: risk protection/insurance, cash flow planning, investment planning/asset allocation, and income, gift and estate tax planning. Work with senior financial planners on data gathering, data input and synthesis, plan analytics, drafting correspondence, and creating financial planning exhibits.Participate in other projects as requested by management
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