Client Associate (SF)

Laird Norton Wetherby•San Francisco, CA

12d•Hybrid

About The Position

We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients. As a Client Associate (CA) you work in a client-focused, team-centered environment assisting the advisory team in servicing the needs of the firm’s wealth management clients, with a focus on completing operational tasks for clients. You must be organized, have outstanding attention to detail, excellent computer proficiency and great communication skills.

Requirements

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.
Interest in building a career in the wealth management industry.
Motivated to take on new challenges and actively involved in learning and development.
Ability to effectively manage conflicting priorities and handle time-sensitive issues.
Experience in Microsoft Office Suite is required, advanced skills preferred.
Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and can perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.

Nice To Haves

Prefer 1 or more years’ experience in private wealth management, client services, or finance/banking operations.
Willing to hire with no or limited experience.
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.
Alignment with our company values and behaviors.
Support the cultivation of an inclusive environment and culture by internalizing, integrating and applying DEI principles across work and activities.

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.
Duties and Responsibilities will increase and vary based on needs of business.