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.