Cercano · 2 months ago
Client Relationship Associate
Bellevue, Washington, United States
Full-time
Hybrid
Mid Level
$90K/yr - $120K/yr
3+ years expCercano Management LLC is an SEC-registered investment manager focused on ultra-high net worth clients. The Private Client Relationship Associate will manage client portfolios, ensure operational excellence, and maintain strong relationships with clients and their advisors.
Financial Services
Responsibilities
Demonstrate expertise in client service operations, ensuring smooth execution of tasks related to managing client portfolios, account administration, and project oversight
Commitment to operational excellence will be crucial in maintaining client satisfaction and process efficiency
Lead the onboarding of new clients by managing account and service implementation
Ensure that all onboarding actions—such as custodian selection, document collection, account opening and funding, online enrollment, and fee arrangement implementation—are completed with accuracy and attention to detail
Communicate regularly and clearly about onboarding processes to keep all stakeholders informed and tasks on track
Cultivate and maintain strong, long-term relationships with clients by providing attentive, high-touch service and proactively addressing their needs
Serve as a trusted partner to both clients and their outside advisors, such as accountants and attorneys, ensuring prompt and accurate handling of their requests
Engage and collaborate with peers to discuss and enhance client communication, streamline processes, and promote best practices across the team
Work alongside Portfolio Management, Strategic Advisory, and Operations teams to deliver a unified, high-quality client service experience
Contribute to ongoing business improvement initiatives and participate in ad-hoc projects as needed
Review and interpret complex documentation related to account structures, trusts, LLCs, and FLPs
Coordinate gifting activities, including cash and in-kind gifts, and produce necessary documentation such as gift letters and Crummey notices
Understand advisory fee calculations and ensure the correct implementation of fee arrangements for each client
Coordinate and attend client meetings which drive client experiences; including putting together agendas and materials to assist the advisor to represent the full scope of services
Collect, analyze, and maintain data within CRM and other firm systems; ensure ongoing data integrity for our clients and prospects
Oversee financial/portfolio transaction requests to include capital calls, distributions, and trades to confirm for accuracy
Qualification
Required
Minimum of three years of client service experience in the financial services sector
Ability to handle confidential information with discretion and integrity
Demonstrated capability to manage multiple client service functions, supported by strong organizational and project management skills
Exceptional communication and interpersonal abilities, with a passion for building relationships and providing outstanding client experiences
Proven skill in establishing rapport and trust with clients and their external advisors
A proactive mindset with a dedication to continuous improvement and team collaboration
Highly organized approach and attention to detail
Excellent verbal and written communication skills
Proficiency in using systems and processes to enhance efficiency and accuracy
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and MS Outlook required
Strong academic credentials, including a bachelor's degree in finance or accounting required
Preferred
Experience working with a CRM system
Enrollment in or completion of the Certified Financial Planner program is a plus
Benefits
Medical, dental and vision insurance
Health Savings Account with generous annual employer contribution
Flexible Spending Accounts for health and dependent care
Vacation and sick time off
Paid holidays
Paid parental leave
Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit
Company paid life insurance
Health and Wellness Benefit
Reimbursement for approved professional development activities
Company
Cercano
Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stuart Nagae
Venture Capital
Recent News
2025-12-02
Financial Sector Technology
2025-11-20
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