Client Associate (SF)

Laird Norton Wetherby • San Francisco, CA

1d • $68,200 - $85,000 • 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.

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

Our Team
You will be joining a client service team that is dedicated to helping our clients achieve their goals by providing exceptional client service and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.

We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.

About Us
For more than five decades, Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company, LNW offers a full spectrum of specialized wealth & legacy planning, investment management and trust & estate services that advance the aspirations and long-term, multigenerational financial ambitions of its clients. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota, empowering clients across the U.S.
LNW is majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States, as well as by active employees.

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.
• 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.
• 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.

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.

Benefits

• We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance.
• We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level