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Client Associate - Remote

Posted 2 weeks ago
Laird Norton Wetherby logo

Laird Norton Wetherby

Sales / Business
Full Time
CA, USA
$61,000 - $80,500/year

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Overview

We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients.

In Short

  • Work in a client-focused, team-centered environment.
  • Assist the advisory team in servicing the needs of wealth management clients.
  • Complete operational tasks for clients.
  • Respond to client and third-party questions professionally.
  • Open and close client accounts and complete account maintenance updates.
  • Facilitate client charitable contributions and gifts.
  • Generate and review periodic reporting for clients.
  • Troubleshoot various operational issues.

Requirements

  • Four-year college degree or equivalent work experience in financial services.
  • Prefer 2 or more years’ experience in private wealth management or client services.
  • Professional certifications such as CFP are a plus.
  • Strong organizational skills and attention to detail.
  • Strong communication skills.
  • Ability to work independently in a fast-paced setting.
  • Interest in building a career in wealth management.
  • Experience in Microsoft Office Suite is required.
  • Familiarity with investment concepts is a plus.

Benefits

  • Competitive salary commensurate with experience.
  • Annual bonus based on performance.
  • Medical, dental, and vision coverage.
  • Generous time off including a sabbatical program.
  • 401(k) plan and educational reimbursements.

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