Client Associate (SF)

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