Client Relationship Associate

Cercano Management • Bellevue, WA

2d • $90,000 - $110,000 • Hybrid

About The Position

We are seeking a Private Client Relationship Associate, a role perfectly suited 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, relationship management, or operations role within wealth management, private banking, or investment advisory.
• Demonstrated experience supporting ultra-high-net-worth clients, including familiarity with complex account structures (trusts, estates, LLCs, partnership, and family office relationships).
• Strong working knowledge of wealth management operations, including account administration, custodial processes, money movement, and trading support.
• High level of discretion and integrity in handling confidential and sensitive client information. Proven ability to manage multiple client relationships and priorities simultaneously while maintaining a high degree of accuracy, responsiveness, and professionalism. Exceptional written and verbal communication skills 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.
• Proficiency in using systems and processes to enhance efficiency and accuracy.
• Strong command of 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

• Trading experience or direct exposure to trade execution and reconciliation, including coordination with portfolio managers and custodians.
• Experience working with a CRM system.
• Progress toward or completion of professional designations such as CFP or CFA.
• Prior experience working at a registered investment advisor, private wealth management firm, family office, or private bank.
• Enrollment in or completion of the Certified Financial Planner program is a plus.

Responsibilities

• Client Service & Operations Excellence
• Demonstrate expertise in client service operations and wealth management operations, ensuring smooth execution of tasks related to managing client portfolios, account administration, and project oversight.
• Serve as a key operational partner to advisors and portfolio managers, supporting day-to-day client activities while maintaining a strong focus on accuracy, responsiveness, and risk awareness.
• Commitment to operational excellence will be crucial in maintaining client satisfaction and process efficiency.
• Onboarding & Implementation
• Lead the onboarding and implementation process for new client relationships, managing all aspects of account and service setup from initiation through completion.
• 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.
• Relationship Management
• 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.
• Collaboration & Process Improvement
• 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.
• Specialized Responsibilities
• Oversee and coordinate financial and portfolio-related transaction requests, including capital calls, distributions, and trade-related activity, confirming accuracy and proper execution.
• 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.

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