Client Advisory Associate

Client Advisory Associate - Seattle, WAAre you a detail-oriented professional with a passion for delivering exceptional client service?We are seeking a Client Advisory Associate to join a high-performing team in Seattle, WA, supporting senior advisors in trust administration and investment management. This is an exciting opportunity for someone ready to make a meaningful impact in the wealth management industry.Key Responsibilities:Coordinate daily account transactions, including wire transfers, ACH disbursements, and bill payments.Work closely with the Investment Department on transactions such as purchases, sales, and gifting.Prepare detailed client reports, income projections, and presentations using Excel and PowerPoint.Support asset transfers, account openings/closings, and tax-related coordination.Maintain client records, ensure data accuracy, and assist in preparing for annual account reviews.Provide outstanding client service while managing multiple priorities and deadlines.Qualifications:2 plus years of related experience in UHNW Client Support and investment experience Bachelor's Degree, MBA is a plus.Designation: CFP, CTFA, CAIA, CFA, or CIMA a plus.Excellent communication skills - written and verbal, as well as superior analytical skills.High proficiency with Microsoft Excel, PowerPoint, and Word with the ability to quickly learn new systems.Direct client contact experience preferred.If you qualify for this opportunity, the Firm offers the below:Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments.Tremendous long-term career opportunity with continued growth and professional development.High visibility internally, providing growth opportunities.Well-established prominent multi-family office.Important Note: This role requires candidates to be currently located in Seattle, WA, or its immediate surroundings to ensure effective support and collaboration.Take the next step in your career journey and join a company that values integrity, teamwork, and long-term professional satisfaction.Submit your application today to explore this rewarding opportunity!

Created: 2025-01-07