Relationship Associate III
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About The Position
Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have $5.6 billion in total assets under management ($4.9 billion under administration and $725 million in brokerage) with growth in managed assets of 8% year over year. We are sought out by our clients and their professional advisors for stability, expertise and unparalleled client service levels. As a member of the Wealth Management & Advisory Services (WM&AS) team, the Relationship Associate provides paraprofessional administrative support to client relationships as directed by the assigned Relationship Manager or Managers (RM). Responsible for client service and complex administrative requirements to ensure the highest level of customer service, accuracy to established controls and procedures. Directly supports RM in all responsibilities including the development of new business. Works with other team members within WM&AS to ensure efficiency, accuracy and satisfaction to client base with other complex tasks as assigned in a fast-paced environment.
