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About the Role
As a Client Associate (CA), you will work in a client-focused, team-centered environment assisting the advisory team in servicing the needs of the firm’s wealth management clients, with a focus on completing operational tasks for clients. You must be organized, have outstanding attention to detail, excellent computer proficiency, and great communication skills.
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.
Requirements
- Four-year college degree or equivalent work experience in the financial services industry is required.
- Prefer 1 or more years’ experience in private wealth management, client services, or finance/banking operations.
- Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and can perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.
Skills
- 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.
- Familiarity with investment concepts a plus.
- Experience in Microsoft Office Suite is required, advanced skills preferred.
- Experience in financial software applications and platforms, including Addepar, Salesforce, Schwab custodian, are a plus.
- Alignment with our company values and behaviors.
- Support the cultivation of an inclusive environment and culture by internalizing, integrating and applying DEI principles across work and activities.
Location
- SAN FRANCISCO, CA
Work Type
- full-time
- hybrid in-office/remote
Experience Level
- Willing to hire with no or limited experience
- 1 or more years’ experience in private wealth management, client services, or finance/banking operations
Education Level
- Four-year college degree or equivalent work experience
Salary/Compensations
- $68,200 for those without experience to $85,000 for those who meet all qualifications
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
About the Company
- For more than five decades, Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company, LNW offers a full spectrum of specialized wealth & legacy planning, investment management and trust & estate services that advance the aspirations and long-term, multigenerational financial ambitions of its clients. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota, empowering clients across the U.S.
- LNW is majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States, as well as by active employees.
Equal Opportunity
- We are an equal opportunity employer that prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).