Client Associate Details

Client Associate

LAIRD NORTON TRUST COMPANY - Seattle, WA

Employment Type : Full-Time

Description:

Client Associate Opportunity at Laird Norton Wealth Management

Being a Client Associate at Laird Norton Wealth Management is different than at many other firms. Why? It is a great opportunity to expand your skillset in financial services. How? You will: (1) support a team of experts that advises high-net-worth clients and their families; (2) learn about all aspects of financial planning; and (3) develop valuable skills through hands-on work in money and account management.

Just as important, you will be working at a company that strives for life-work balance and is heavily involved in making the Puget Sound a great place to live for everyone in our region.

We are seeking a full-time Client Associate to join Laird Norton Wealth Management (LNWM), the Pacific Northwest’s largest independent wealth management firm. LNWM is dedicated to helping high-net-worth individuals, families and foundations make the most of their wealth now and for generations to come.

As a member of the client services team, the Client Associate will assist Directors (Client Advisors) and Client Analysts in implementing a comprehensive wealth management strategy for our clients. Specifically, the Client Associate will provide administrative support to the advisory team including, but not limited to:

• Client account tracking and assistance with portfolio management and data gathering.
• Account administration, such as reviewing, submitting, scanning, and maintaining documentation, opening and closing accounts, and collecting and coordinating tax reports/forms.
• Cash management including making payments and deposits on behalf of clients, monitoring daily transactions and balances, and evaluating disbursement requests.
• Client communication and deliverables, such as coordinating client meetings and preparing reports, presentations, and other materials for client meetings.
• Internal support and administration including backing up the front desk and colleagues, ensuring compliance with all protocols, and maintaining positive and effective team communication.

• Excellent attention to detail and analytical, organization, and multi-tasking skills
• Expert user of Microsoft Office (Word, Excel, PowerPoint); willing to take a skills assessment
• Can write and speak clearly and to the point
• Able to work effectively within a team in a fast-paced environment
• Willingness to do what it takes to serve clients

Qualifications

Four-year college degree OR equivalent work experience in financial services.

Preferred: Prior experience in private wealth management, client services or operations.

Benefits: Laird Norton Wealth Management offers excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, paid transportation pass, and more.