Client Associate - Remote

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.