We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following:

• Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank and clients.
• Initiating the establishment of new accounts including with bank, investment and fund accounts.
• Delivering exceptional service and impeccable execution for client requests, inquiries, and transactions.
• Assist with the account maintenance, money movement transfers and any other client requests
• Orchestrating seamless coordination among internal teams, including Portfolio Managers and Operations Team, to facilitate smooth process flow.
• Diligently ensuring adherence to compliance protocols.
• Assist portfolio managers with putting together presentations for clients.

Requirements

• 3+ years of experience working with HNW clients within a wealth management setting
• Proficiency in administrative support to Advisors, Private Bankers or Portfolio Managers
• Bachelor's degree in Finance, Business, Economics or related field
• No FINRA Licenses required
• This is an on-site/hybrid position, candidate must be local to Seattle area and willing to commute.