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.
Responsibilities
- Develop familiarity with assigned clients and their needs
- Respond to client and third-party questions professionally and in a timely manner
- Open and close client accounts and complete account maintenance updates
- Complete subscription process for new alternative investments
- Complete client monetary and/or securities transfers
- Facilitate client charitable contributions and gifts, including drafting related correspondence
- Generate and review periodic recurring and custom reporting for clients
- Troubleshoot and tackle various operational issues (accounts, client set up, custodial) utilizing a proactive approach
- Duties and Responsibilities will increase and vary based on needs of business
Skills
- Four-year college degree or equivalent work experience in the financial services industry
- Strong organizational skills and attention and accuracy to detail to meet client deadlines with high quality, detail-oriented work
- Strong communication skills enabling proactive, consistent and effective communication within the client team
- Demonstrates the ability to work independently in a fast-paced setting, be a self-starter, and take ownership of tasks from beginning to end
- Interest in building a career in the wealth management industry
- Motivated to take on new challenges and actively involved in learning and development
- Ability to effectively manage conflicting priorities and handle time-sensitive issues
- Experience in Microsoft Office Suite is required, advanced skills preferred
- 1 or more years' experience in private wealth management, client services, or finance/banking operations
- Professional certifications such as CFP are not necessary but are a plus
- Familiarity with investment concepts
- Experience in financial software applications and platforms, including Addepar, Salesforce, Schwab custodian
Benefits
- Medical, dental, and vision coverage
- Generous time off (including a sabbatical program after 10 years)
- Flexible spending plans for health care, transportation, and dependent care
- 401(k) plan
- Educational reimbursements
Company Overview
Laird 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.