Senior Client Relationship Associate - Seattle, WA (onsite)

Duties And Responsibilities

• Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting
• Proactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements
• Research and resolve routine to complex client issues leveraging internal support resources and/or escalate as appropriate to management
• Manage client meeting scheduling, preparation, and participate as needed in client meetings, events, and seminars, as directed by leadership
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
• Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients
• Understand, adhere, and contribute to outlined company policies and procedures to ensure client activities are handled with firm standards
• Track and document client interactions, activities, and meetings in CRM, ensuring notes are input in a timely and compliant manner
• Develop deep trusted relationships with custodian partners, vendors, client professional contacts, and service providers
• Actively participate and/or lead in team projects, business initiatives, and engage in training and education opportunities as required
• Contribute to the mentoring and coaching of associates to include providing growth feedback, sharing input for performance evaluations, and recommend job and/or skillset training as needed

Qualifications

• Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field
• Ideal candidates will have 4 -7+ years' experience working in investment advisory, asset management or a financial services company; previous supervisory or coaching experience is beneficial
• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects, and team members across the organization
• Strong business judgement skills with demonstrated ability to identify solutions to atypical issues while ensuring proper risk management safeguards
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
• Proficiency in using Microsoft Office (Outlook, Word, Excel)
• Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab and Fidelity is valuable)

What We Offer

• 11 Paid Holidays
• 3 weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

Compensation

Our base pay range is $60,500 - $90,000.00 (per year)