Client Service Associate

LOCATION: SEATTLE, WA
We are seeking a full-time Client Associate to join our team. Based in Downtown Seattle, Laird Norton Wetherby (LNW) is dedicated to helping high-net-worth individuals and families manage and grow their wealth through financial planning, investment management, and trust & estate services.
Your Role and Responsibilities
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 Communication and Deliverables: Preparing periodic client portfolio reports, analyses, and other client-ready documents and presentations; creating, editing, proofreading, and copying correspondence and memos to clients and directors; scheduling meetings, including contacting clients, reserving conference rooms on calendars, and ordering lunch when necessary; ensuring materials produced meet company standards and client meetings guidelines
• Account Administration: Coordinating account administration, including all required documentation and follow-up with clients to ensure that documents are received and signed properly; obtaining assets and verifying costs basis information; maintaining account files; understanding the basics of a trust document in relation to Associate duties; initiating reviews for analysts/directors to complete; facilitating opening and closing of accounts; ensuring documentation is maintained in an accurate and timely manner; maintaining ownership of client and third party information in CRM; scanning all pertinent documents and paperwork (paperless file); collecting and coordinating tax reports/forms for clients’ CPAs.
• Internal Administration: Ensuring compliance with all protocols regarding safeguarding of information and other security measures; identifying and implementing changes in business processes that will streamline work procedures; setting priorities on delegated tasks, placing them into CRM and communicating with team when priority conflicts arise; communicating with team / following up when a task is completed or update team on next steps; serving on committees and task forces, as requested/available; backing up front desk and colleagues; attending company meetings, internal trainings, and team meetings.

• Four-year college degree or equivalent work experience in the financial services industry is required.
• Prefer 2 or more years’ experience in private wealth management, Client Services, or finance/banking operations.
• Experience in Microsoft Office Suite is required, advanced skills preferred. Other software applications, including financial software tools, are a plus.
• Professional certifications are not necessary, but are a plus.

The successful candidate will bring the following skills and experience:

• Strong analytical and research skills with attention to details.
• Excellent written and verbal communication skills.
• Ability to work in a collaborative, team environment that strives for consensus wherever possible and seeks success of the team rather than the individual.
• Excellent interpersonal and communication skills as evidenced by ability to professionally, personally and effectively interact with clients and co-workers and contribute to a respectful work environment.
• Portrays a professional company image both internally and externally.
• High ethical standards and the ability to place the clients’ needs before one’s own.
• Experience in handling sensitive and confidential subject matter.
• Ability to stay current in industry knowledge.
• Demonstrates ability and willingness to take on new responsibilities as business and organization needs require.
• Knowledge of or ability to learn basic accounting skills.