Registered Marketing Assistant - Private Investor Department

William Blair & Company, L.L.C. is a Chicago-based 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 has offices in Chicago, Hartford, London, San Francisco, Tokyo, Vaduz, and Zurich. For more information, please visit <A href="http://www.williamblair.com">www.williamblair.com</A>.
ResponsibilitiesIdentify prospective clients and build relationships by making cold calls, gathering demographic information, writing introductory letters, providing William Blair sales information, and arranging meetings to establish accounts. Set up accounts internallyMaintain consistent prospective client communication. Coordinate periodic mailings to all prospects, including research reports, prospectuses, letters/emails, and invitations
Coordinate marketing events, including event approval process, preparing invitations and presentation materials, booking speakers and venues, and arranging menus and travel plansRegularly build and maintain database of prospective clients. Monitor and track business development effortsProvide periodic back-up to primary sales assistant, assist with operational and administrative needs. Offer customer service to existing clients with respect to the purchase and sales of investment securities, wire and check requests, and general account maintenance
Maintain regular client communication. Monitor account performance and send letters requesting additional capital responsibility or referrals. Arrange periodic account review meetings for clients. Send prospectuses to suitable and/or interested clients
Qualifications
Series 7 and 63 licenses requiredCollege (Bachelor's) degree, or equivalent preferred3 or more years of Registered Sales Assistance experience preferred
Experience in a customer service capacityCommits to satisfying internal and external customersKnowledge of in-house pricing systemsAble to exercise independent judgment and be self motivated
Detail oriented and able to prioritize tasks
Delivers clear, effective communication and takes responsibility for understanding others
Proficient in Microsoft Office products
Accustomed to working in a fast-paced, team oriented environment
As a William Blair & Company 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.
REQUIREMENTS
Experience Coordinating and Executing a Marketing Event, Experience in Customer Service, Series 63 (NASD License), Series 7 (NASD License), Strong Organizational Skills