Cercano · 11 hours ago
Client Servicing
Bellevue, WA
Full-time
Hybrid
New Grad, Entry LevelCercano is a privately held investment management firm dedicated to serving ultra-high net worth investors and their family foundations. The Client Servicing professional will handle client interactions, ensure customer satisfaction, and provide top-tier customer service, focusing on building strong relationships and maintaining effective communication with clients.
Financial Services
Hiring Manager
Jason M. Butler CPA/PFS, CFP®
Responsibilities
Handling client interactions
Ensuring customer satisfaction
Providing top-tier customer service
Responding to client inquiries
Managing client accounts
Maintaining accurate records
Collaborating with internal teams to deliver exceptional service
Qualification
Required
Strong skills in Client Services and Customer Service
Ability to ensure Customer Satisfaction and maintain effective Communication with clients
Understanding of Finance with a focus on providing financial solutions to clients
Excellent organizational and problem-solving skills
Proactive and collaborative approach, with the ability to manage multiple tasks effectively
Preferred
Experience in the investment management or financial services industry is an advantage
Bachelor's degree in Finance, Business Administration, or a related field preferred
Company
Cercano
Privately held investment management firm working exclusively with ultra-high net worth investors and their family foundations.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stuart Nagae
Venture Capital
Recent News
2025-12-02
Financial Sector Technology
2025-11-20
Company data provided by crunchbase