Client Advisory Associate-Seattle
2 days ago
Seattle, Washington
About the Company:
Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on delivering personalized solutions, they offer various services, including fiduciary services, investment management, philanthropic advisory, and family office support.
About the Role:
The Client Advisory Associate will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on the Pacific Northwest.
Responsibilities:
- Partner with Senior Advisors to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.
- Manage account transactions such as wire transfers, ACH disbursements, bill payments, fund redemptions and purchases, and opening/closing accounts.
- Collaborate with the investment team to monitor cash balances, transfer proceeds, and facilitate client requests for purchases, sales, or gifting.
- Coordinate asset transfers for new or terminating accounts.
- Prepare correspondence, reports, and spreadsheets, and assist with presentations and marketing materials.
- Calculate payments to trust beneficiaries and coordinate tax-related information with the tax department.
- Assist with maintaining client records and contact management systems.
- Support the production of reports, client reviews, and other administrative tasks as needed.
- 2 plus years of related experience in UHNW Client Support and investment experience - preferably trust and estates.
- Degree, MBA preferred.
- Designation: CFP, CTFA, CAIA, CFA, or CIMA a plus.
- Excellent communication skills - written and verbal, as well as superior analytical skills.
- High proficiency with Microsoft Excel, PowerPoint, and Word with the ability to quickly learn new systems.
- Direct client contact experience preferred.
- Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments.
- Tremendous long-term career opportunity with continued growth and professional development.
- Well-established prominent multi-family office.
-
Client Advisory Associate
2 weeks ago
Seattle, Washington, United States International Search Consultants Full time{"title": "Associate Client Advisor", "subtitle": "Join our team of experienced professionals in delivering high-touch service to Ultra High Net Worth Clients.", "content": "About the Company:Our client is a well-established, Multi-Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. Focusing on...
-
Tax Manager
4 weeks ago
Seattle, United States Baker Tilly Advisory Group, LP Full timeOverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...
-
Seattle Commercial Tax Principal
3 weeks ago
Seattle, United States Baker Tilly Full timeOverview Baker Tilly is a leading advisory, tax, and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker...
-
YogaSix West Seattle Teaching Positions
1 month ago
Seattle, Washington, United States YogaSix - West Seattle Full timeJob OpportunityYogaSix West Seattle is seeking a dynamic and experienced Yoga instructor to join our team as a Weekend Yoga Instructor. As a YogaSix West Seattle instructor, you will have the opportunity to teach a variety of classes, including our signature six core class types, and work with a talented team of instructors who are passionate about yoga and...
-
Seattle Sports Video Content Creator
4 weeks ago
Seattle, Washington, United States Bonneville Seattle Full timeJob DescriptionAbout UsBonneville Seattle is a leading media company that provides content, advertising, and digital marketing solutions across various platforms. Our purpose is to build up, connect, inform, and celebrate communities and families in the markets we serve.Job SummaryWe are seeking a self-motivated and innovative Video Content Creator to join...
-
Sales Associate Seattle, WA
3 weeks ago
Seattle, Washington, United States Pecnw Full time{"Job Title": "Sales Associate Seattle, WA", "Job Summary": "We are seeking a highly motivated and results-driven Sales Associate to join our team in Seattle, WA. As a Sales Associate, you will be responsible for developing new business opportunities and achieving individual sales objectives.Responsibilities:* Generate new business and leads on an ongoing...
-
Client Support Associate
4 weeks ago
Seattle, Washington, United States YWCA Seattle | King | Snohomish Full timeAbout the RoleYWCA Seattle | King | Snohomish is seeking a highly skilled and compassionate Resident Support Specialist to join our team. As a key member of our community, you will provide exceptional customer service, support, and guidance to residents, guests, and clients in a diverse and dynamic environment.Key ResponsibilitiesCustomer Service: Greet...
-
Travel Nurse RN
3 weeks ago
Seattle, Washington, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - CVICU Opportunity in SeattleWe are seeking a skilled Registered Nurse to join our team as a CVICU Travel Nurse RN in Seattle, Washington.Job Details:Location: Seattle, WashingtonDuration: 26 weeksShift: 12 hours, nightsEmployment Type: TravelOur client is looking for a dedicated and compassionate Registered Nurse to provide...
-
Travel Nurse RN
3 weeks ago
Seattle, Washington, United States HealthEcareers - Client Full timeJob Title: Travel Nurse RN - Telemetry Position in SeattleWe are seeking a skilled Travel Nurse RN to join our team in Seattle, Washington. As a Telemetry Registered Nurse, you will be responsible for providing high-quality patient care in a fast-paced hospital setting.Job Details:Location: Seattle, WashingtonDuration: 13 weeksShift: 12 hours,...
-
Tax Senior Manager
1 month ago
Seattle, United States Baker Tilly US, LLP Full timeOverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...
-
Associate, Advisory Operations Specialist
2 weeks ago
Seattle, Washington, United States Choreo Full timeJob Title: Associate, Advisory OperationsAt Choreo, we are passionate about delivering exceptional client experiences and driving business growth. As an Associate, Advisory Operations, you will play a key role in supporting our operations team in delivering high-quality services to our clients.Key Responsibilities:Client Relationship Management: Collaborate...
-
Tax Principal
4 weeks ago
Seattle, Washington, United States Baker Tilly US, LLP Full timeAbout the RoleWe are seeking a highly experienced Tax Principal to join our Commercial Services practice in Seattle. As a Tax Principal, you will be responsible for leading a team of tax professionals and providing expert tax advice to our clients in the commercial sector.Key ResponsibilitiesLead a team of tax professionals and provide guidance on tax...
-
Clinical Research Contract Specialist
3 days ago
Seattle, Washington, United States Seattle Children's Full timeClinical Research Contract Analyst Job DescriptionSeattle Children's is seeking a highly skilled Clinical Research Contract Analyst to join our team. As a key member of our research contracts team, you will be responsible for negotiating and managing clinical research contracts, sub-contracts, and amendments.Key Responsibilities:Negotiate and manage clinical...
-
Client Service Associate
2 months ago
Seattle, United States Invesco Full timeThe Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience Client Service, Associate, Service, Client Relations, Retail
-
CNA/HCA Morning Shifts in Seattle Metro Area
7 days ago
Seattle, Washington, United States Always Best Care - Seattle, WA Full timeJob Title: CNA/HCA Morning Shifts in Seattle Metro AreaWe are seeking experienced and compassionate caregivers to join our team at Always Best Care Senior Services in Seattle, WA. As a CNA/HCA, you will provide excellent and personalized care to our clients in their homes throughout the Seattle Metro area.Job Summary:Provide 1:1 in-home personal care and...
-
Sales Associate
2 weeks ago
Seattle, United States APM Monaco Full timeWe are looking for a passionate and dedicated individual to join our Seattle boutique team. Your mission will be to engage clients with exceptional service, helping to build the APM brand by fostering strong relationships with our in-store clients. You love APM Monaco Minimum of 1 year of working experience in luxury retail / fashion retail Supporting store...
-
Registered Client Service Associate
3 months ago
Seattle, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance. Job...
-
Registered Client Service Associate
4 weeks ago
Seattle, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance. Job...
-
Sales Associate
3 weeks ago
Seattle, United States APM Monaco Full timeWe are looking for a passionate and dedicated individual to join our Seattle boutique team. Your mission will be to engage clients with exceptional service, helping to build the APM brand by fostering strong relationships with our in-store clients.You love APM MonacoMinimum of 1 year of working experience in luxury retail / fashion retailSupporting store...
-
Sales Associate
3 weeks ago
Seattle, United States APM Monaco Full timeWe are looking for a passionate and dedicated individual to join our Seattle boutique team. Your mission will be to engage clients with exceptional service, helping to build the APM brand by fostering strong relationships with our in-store clients.You love APM MonacoMinimum of 1 year of working experience in luxury retail / fashion retailSupporting store...