Client Service Professional

3 days ago

Bellevue, Washington, United States Cercano Management Full time
Job Title: Client Service Professional

Cercano Management LLC is seeking a highly skilled Client Service Professional to join our team. As a key member of our client service management team, you will provide exceptional support to our clients and operational support to our client portfolio management teams.

Key Responsibilities:
  • Contribute to the growth of our business by leveraging your operational background and experience.
  • Work closely with Client Portfolio Managers to support their clients and external stakeholders.
  • Identify opportunities for and coordinate wealth advisory services within the client base.
  • Serve as a liaison to other teams supporting the business, including accounting, treasury, reporting, and legal professionals.
  • Plan and manage new account onboarding processes.
Requirements:
  • Ability to work in a fast-paced environment and think clearly under pressure.
  • Strong interest in client service and a passion for problem-solving.
  • Self-motivated and able to work in an autonomous, yet collaborative environment.
  • Strong verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Commitment to excellence, a high level of integrity, and respect for others.
  • Interest in the financial service industry.
  • Attention to detail.
  • Self-motivated and proactive with the ability to work independently to meet tight deadlines and complete set tasks while managing multiple priorities.
Education and Experience:
  • B.A. from an accredited institution preferred or equivalent work experience.
  • Minimum of 5 years of relevant experience in accounting/financial transactions and customer service.
Compensation and Benefits:

Cercano Management offers a comprehensive benefits package, including medical, dental, and vision insurance, a Health Savings Account with a generous annual employer contribution, Flexible Spending Accounts for health and dependent care, unlimited paid 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. Employees are also eligible for reimbursement for approved professional development activities.

Cercano Management is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

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