Perkins Coie · 4 hours ago
Client Relationship Officer
Seattle, WA
Full-time
Onsite
Senior Level, Lead/Staff
$95K/yr - $145K/yr
10+ years expPerkins Coie is seeking a qualified, dynamic candidate to take on the role of Client Relationship Officer to provide high-quality client service in trust administration and estate accounts. The role involves managing client accounts, maintaining relationships, assisting in financial planning, and ensuring compliance with legal and regulatory standards.
Information TechnologyInsuranceIntellectual PropertyLegalReal Estate
Responsibilities
Manage all servicing aspects for a portfolio of client accounts, including trusts, estates and investment advisory
Maintain strong working relationships with all clients on an assigned book of accounts; be the confidential advisor on trust, tax and administrative matters
Work in concert with a client’s attorney relationships and outside service providers to holistically serve the clients
Process and ensure proper filing of all documentation related to client accounts
Prepare client materials for client meetings as well as help lead client meetings along with the investment officer
Assist in the onboarding of new client accounts
Manage all day-to-day client responsibilities and maintain docketing records for long-term client matters
Assist in tax planning and tax return preparation, including the processing of estimated taxes as required
Be familiar with estate settlement time frames and procedures
Help develop comprehensive financial plans and facilitate in-house planning meetings with firm personnel
Administer the setup, maintenance and closing of client accounts on the trust accounting system
Qualification
Required
Excellent interpersonal skills working face-to-face with clients
Superb organizational, communication, and problem-solving skills
Working knowledge of the MS Office Suite, especially Excel
Proven track record of accuracy and timeliness
Exhibit a proactive mentality and commitment to professional growth
Being a team player and supportive of colleagues
Promote integrity in an environment of mutual trust and respect while maintaining utmost discretion in working with sensitive and confidential information
Familiarity with trust or investment-related functions and systems
Qualified candidates must have a Bachelor's degree or Associate's degree
Preferably have a minimum of 10-plus years of work experience as a financial professional
Candidates must have a general understanding of finance, investments and tax
Preferred
Experience with trust accounting systems (SunGard)
Benefits
Annual discretionary bonus
401(k) plan
Medical, dental, and vision insurance
Accrued paid time off plan starting at 20 days annually
Personal medical and parental leave
Up to 10 paid holidays
Family care benefits
Company
Perkins Coie
Perkins Coie is a law firm that specializes on corporate law, litigation, and real estate law.
1001-5000 employees
H1B Sponsorship
Perkins Coie has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (2)
2022 (5)
2021 (2)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2025-11-17Acquired
Leadership Team
David Delafield
CFO
Roger Wilkes
COO
Recent News
2026-01-22
2026-01-09
bloomberglaw.com
2026-01-03
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