Laird Norton Wetherby · 20 hours ago
Client Associate (SF)
San Francisco, CA
Full-time
Hybrid
Entry Level
$68K/yr - $85K/yr
1+ years expLaird Norton Wetherby is a wealth management firm seeking a full-time Client Associate to join their team. The role involves assisting the advisory team in servicing the needs of wealth management clients and completing various operational tasks.
Asset ManagementFinancial ServicesWealth Management
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
Qualification
Required
Four-year college degree or equivalent work experience in the financial services industry is required
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
Ability to effectively manage conflicting priorities and handle time-sensitive issues
Experience in Microsoft Office Suite is required
Preferred
1 or more years' experience in private wealth management, client services, or finance/banking operations
Professional certifications such as CFP are not necessary but are a plus
Familiarity with investment concepts a plus
Experience in financial software applications and platforms, including Addepar, Salesforce, Schwab custodian, are a plus
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
Company
Laird Norton Wetherby
Laird Norton Wetherby offers wealth management and trust services for individuals and families with significant wealth.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kristen Bauer
Chief Executive Officer
Company data provided by crunchbase