Client Relationship Associate

Cercano Management • Bellevue, WA

62d • $90,000 - $120,000

About The Position

​​We are seeking a Private Client Relationship Associate, a perfectly suited role for individuals who excel at the intersection of client service, wealth management operations, and fiduciary expertise. In this client-facing position, you will work closely with portfolio managers, advisors, and clients’ external professionals to deliver a seamless, high-touch experience, particularly for complex, multi-generational families and family offices. If you are detail-oriented, client-focused, and eager to advance your career within a firm recognized for its long-term performance and collaborative culture, we invite you to consider this opportunity.​

Requirements

• Minimum of three years of client service experience in the financial services sector
• Ability to handle confidential information with discretion and integrity
• Demonstrated capability to manage multiple client service functions, supported by strong organizational and project management skills
• Exceptional communication and interpersonal abilities, with a passion for building relationships and providing outstanding client experiences
• Proven skill in establishing rapport and trust with clients and their external advisors
• A proactive mindset with a dedication to continuous improvement and team collaboration
• Highly organized approach and attention to detail
• Excellent verbal and written communication skills
• Proficiency in using systems and processes to enhance efficiency and accuracy
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and MS Outlook required
• Strong academic credentials, including a bachelor's degree in finance or accounting required

Nice To Haves

• Experience working with a CRM system
• Enrollment in or completion of the Certified Financial Planner program is a plus

Responsibilities

• Demonstrate expertise in client service operations, ensuring smooth execution of tasks related to managing client portfolios, account administration, and project oversight
• Commitment to operational excellence will be crucial in maintaining client satisfaction and process efficiency
• Lead the onboarding of new clients by managing account and service implementation
• Ensure that all onboarding actions—such as custodian selection, document collection, account opening and funding, online enrollment, and fee arrangement implementation—are completed with accuracy and attention to detail
• Communicate regularly and clearly about onboarding processes to keep all stakeholders informed and tasks on track
• Cultivate and maintain strong, long-term relationships with clients by providing attentive, high-touch service and proactively addressing their needs
• Serve as a trusted partner to both clients and their outside advisors, such as accountants and attorneys, ensuring prompt and accurate handling of their requests
• Engage and collaborate with peers to discuss and enhance client communication, streamline processes, and promote best practices across the team
• Work alongside Portfolio Management, Strategic Advisory, and Operations teams to deliver a unified, high-quality client service experience
• Contribute to ongoing business improvement initiatives and participate in ad-hoc projects as needed
• Review and interpret complex documentation related to account structures, trusts, LLCs, and FLPs
• Coordinate gifting activities, including cash and in-kind gifts, and produce necessary documentation such as gift letters and Crummey notices
• Understand advisory fee calculations and ensure the correct implementation of fee arrangements for each client
• Coordinate and attend client meetings which drive client experiences; including putting together agendas and materials to assist the advisor to represent the full scope of services
• Collect, analyze, and maintain data within CRM and other firm systems; ensure ongoing data integrity for our clients and prospects
• Oversee financial/portfolio transaction requests to include capital calls, distributions, and trades to confirm for accuracy

Benefits

• Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit.
• Employees are also eligible for reimbursement for approved professional development activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees