Client Associate (SF)

Laird Norton Wetherby is a wealth management firm seeking a full-time Client Associate to join their team. The role involves assisting the advisory team in servicing wealth management clients, focusing on operational tasks and delivering excellent client service.ResponsibilitiesDevelop familiarity with assigned clients and their needsRespond to client and third-party questions professionally and in a timely mannerOpen and close client accounts and complete account maintenance updatesComplete subscription process for new alternative investmentsComplete client monetary and/or securities transfersFacilitate client charitable contributions and gifts, including drafting related correspondenceGenerate and review periodic recurring and custom reporting for clientsTroubleshoot and tackle various operational issues (accounts, client set up, custodial) utilizing a proactive approachDuties and Responsibilities will increase and vary based on needs of businessSkillsFour-year college degree or equivalent work experience in the financial services industryStrong organizational skills and attention and accuracy to detail to meet client deadlines with high quality, detail-oriented workStrong communication skills enabling proactive, consistent and effective communication within the client teamDemonstrates the ability to work independently in a fast-paced setting, be a self-starter, and take ownership of tasks from beginning to endInterest in building a career in the wealth management industryMotivated to take on new challenges and actively involved in learning and developmentAbility to effectively manage conflicting priorities and handle time-sensitive issuesExperience in Microsoft Office Suite is required, advanced skills preferred1 or more years' experience in private wealth management, client services, or finance/banking operationsProfessional certifications such as CFP are not necessary but are a plusFamiliarity with investment conceptsExperience in financial software applications and platforms, including Addepar, Salesforce, Schwab custodianBenefitsMedical, dental, and vision coverageGenerous time off (including a sabbatical program after 10 years)Flexible spending plans for health care, transportation, and dependent care401(k) planEducational reimbursementsCompany OverviewLaird Norton Wetherby offers wealth management and trust services for individuals and families with significant wealth. It was founded in 1967, and is headquartered in Seattle, Washington, USA, with a workforce of 51-200 employees. Its website is https://www.lnwadvisors.com.



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