Client Advisor - 399697
$150kAtrium
Client Overview Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They provide customized investment, wealth planning, and family office services with a focus on long-term relationships, discretion, and exceptional client service. Their Seattle office is a small, collaborative team environment where each professional plays a meaningful role in client relationships and overall office success. They are currently seeking a Client Advisor . Salary/Hourly Rate $150k + bonus + profit sharing Position Overview The Client Advisor will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. This role works closely with the Senior Client Advisor and Regional Director to ensure clients receive timely, accurate, and thoughtful guidance on their financial needs.This opportunity is ideal for a client-facing financial services professional who enjoys working in a small-office environment and is ready to take on meaningful responsibility while supporting long-term client relationships. Responsibilities Of The Client Advisor
- Communicate regularly with clients and advisors, providing timely and thorough responses to inquiries.
- Attend client meetings, document discussions, and coordinate follow-up actions.
- Prepare and oversee client meeting materials, including customized reports and presentations.
- Maintain accurate client records and communications within Salesforce.
- Manage account opening and closing processes and review related documentation for accuracy and completeness.
- Monitor account transactions, reporting, and administrative activities.
- Review wills, trusts, and governing documents to ensure proper account administration and establish automated reminders for key actions.
- Coordinate with fiduciary counsel to ensure trust and account administration complies with governing documents.
- Prepare Annual Relationship Reviews and ensure accounts remain compliant with regulatory requirements.
- Strong client service orientation with the ability to build trust and rapport.
- Excellent writing and presentation skills.
- Demonstrated leadership and teamwork qualities.
- Ability to organize and complete multiple tasks accurately while meeting deadlines.
- Series 7 and Series 63 licenses preferred, along with two years of Cannon Trust School or equivalent. CTFA, CFP, or CFA certification is a plus.
- Proficiency with Microsoft Office Suite, including Excel, Outlook, PowerPoint, Word, and Salesforce.
- Experience working with high-net-worth individuals, families, or institutional clients.
- Professional certifications such as CTFA, CFP, or CFA.
- Experience within a private wealth management or investment advisory environment.
- Bachelor's degree in a relevant field required.
- Master's degree preferred.
- Competitive benefits package offered.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Advisor - 399697 in Seattle, WA vacancy
$105k
...Client Overview Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals... ...exceptional client service. They are looking to add an Associate Client Advisor to their team. The Seattle office is a small, collaborative...SuggestedHourly payAtrium
Seattle, WA2 days ago$80k - $100k
601 Union Street Suite 4500, Seattle , Washington 98101 , United States Job Description The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual...SuggestedFull timeTemporary workWork at officeRemote work- Job Description Job Description Receptionist / Administrative Assistant Location: Kirkland, WA Company: Aviosupport, Inc. Aviosupport, a trusted distributor of aircraft spare parts, is seeking a full time motivated and professional Receptionist / Administrative...SuggestedFull timeWork at office
AVIOSUPPORT, INC.
Kirkland, WA20 days ago - ...Client Advisor The Client Advisor is responsible for providing an outstanding client experience, and meeting or exceeding sales objectives, with a specialized ambassador focus on the Rolex brand. This advisor will be an ambassador of the heritage, history and product...SuggestedWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
$65k - $85k
...Client Account Manager Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review....SuggestedTemporary workLocal areaFlexible hours$20 - $25 per hour
...Client & Operations Advisor- Nordstrom Seattle Location: Seattle, US WHY WORK FOR VALENTINO A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. WHAT WE BELIEVE...Hourly payPermanent employmentFull timeWork at officeFlexible hours- A financial services company is looking for a Private Client Advisor to provide clients with comprehensive financial planning and investment solutions. The role requires at least two years of relevant experience, strong client relationship skills, and an understanding...
- A leading financial services firm in Seattle is looking for a Private Client Advisor to provide comprehensive financial planning and investment solutions. The successful candidate will have at least 2 years in a Financial Advisor role, demonstrate strong relationship management...
- Bessemer Trust is seeking a Client Advisor to join their team in Seattle, Washington. This full-time role involves developing and maintaining relationships with ultra-high net worth clients, providing a range of investment and trust administration services. The ideal candidate...Remote jobFull time
$25 - $27.88 per hour
Bank of America in Mercer Island seeks a client engagement representative to assist clients in the lobby. Responsibilities include educating clients on self-service banking, processing transactions, and managing financial center traffic. Candidates should exhibit strong...Hourly pay- Summary The Client Advisor is a brand ambassador who delivers exceptional client experiences, cultivates relationships, and supports store performance by guiding clients across the brand and achieving sales goals. Reporting to store leadership, the role also assists with...Flexible hours
- Role, Inc. is looking for a Client Advisor in Seattle, Washington. The ideal candidate will create a positive and inviting atmosphere for discerning clients while effectively managing client appointments and improving overall customer experience. With a passion for the...Flexible hours
$22 per hour
Overview The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand’s values in the execution of their role. Reporting to a Client Advisor Manager or Store Manager/Director, this role delivers exceptional client experiences...Hourly payWork experience placementFlexible hours$17.13 - $18 per hour
...Gucci Client Advisor Founded in Florence, Italy, in 1921, Gucci is one of the world's leading luxury brands. Under the leadership of President and CEO Francesca Bellettini and the artistic direction of Demna, the House continues to redefine luxury and fashion while...Hourly payFull timeTemporary workPart timeFixed term contractSeasonal workLocal areaRemote workAfternoon shift- ...as Remote Benefits Manager . This fully remote opportunity is ideal for individuals who enjoy helping others, want to build strong client relationships, and are motivated to grow within a supportive, team-oriented environment. No prior industry experience is required....Weekly payRemote workFlexible hours
- A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients in Mercer Island. In this role, you will be responsible for building client relationships, providing comprehensive financial planning, and demonstrating...
- ## Private Client AdvisorApplylocations: Seattle, WAtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: August... ...North, Seattle Washington**Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning...Bank staffWork at officeFlexible hoursNight shift
- Marsh Risk is seeking a Client Advisor with expertise in the Marine sector for their Seattle office. This hybrid position requires at least three days a week in the office, where you will provide strategic risk management advice to complex clients. The ideal candidate...Work at office3 days per week
- JPMorganChase in Bellevue, WA is seeking a Financial Advisor to enhance client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience in financial services and hold a Series 7 license. Responsibilities include...
$22 - $25 per hour
Moncler is looking for a Client Advisor in Bellevue, Washington. This role requires delivering exceptional client experiences while achieving sales goals. Candidates should have a minimum of 2 years of retail experience, preferably in luxury environments. A passion for...Hourly pay$23 - $26 per hour
Louis Vuitton is seeking a highly motivated, curious, and customer focused Client Advisor with an undeniable passion for creating memorable experiences for our worldly clientele. As a Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is...Hourly payPart time- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients in Seattle. You will build personalized relationships, support clients' financial needs, and champion a culture of diversity...
$120.5k - $256.7k
Marsh is seeking candidates for a Client Advisor in our Marine in our West Zone. This is a hybrid role that has a requirement of working at least three days a week in the office. In this client-facing role, you will develop an understanding of clients’ business strategic...Minimum wageWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week- KeyCorp in Bellevue is seeking a Personal Banker who will engage with clients to foster financial wellness. The role involves building relationships, achieving sales targets, and operational support. Ideal candidates will have a strong sales background, excellent communication...Hourly pay
$25 - $27.88 per hour
Bank of America in Renton, Washington is looking for an enthusiastic financial center associate. In this role, you will engage clients in the lobby to educate them about mobile banking, online banking, and ATM transactions. You will also manage cash responsibilities and...Hourly pay$125k - $150k
...meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are... ...are expanding our team with talented, driven, and experienced Advisors. We offer comprehensive support and resources including our robust...Summer work$150k
JPMorgan Chase in Bellevue, WA is seeking a Relationship Manager to oversee high-net-worth client relationships across banking, lending, and investments. The role involves building trust, providing targeted advice, and developing solutions to enhance clients' financial...$78k
J.P. Morgan is looking for a Private Client Advisor in Bellevue, WA to provide comprehensive financial planning and personal investment solutions. You will support a diverse clientele and deliver exceptional service while developing a book of business. The ideal candidate...- A leading financial services company is seeking a Private Client Advisor in Bellevue, WA. The role involves offering personalized financial planning and advice to clients, focusing on relationship management and client acquisition. Candidates should have at least 2 years...
$23 - $26 per hour
LVMH Group is seeking a motivated Client Advisor in Bellevue, WA. The ideal candidate will have previous retail experience, preferably in high-end luxury markets, and a strong customer-centric background. You will drive sales, provide expert advice on products, and build...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advisor - 399697. Be the first to apply!
Related searches
- airport customer experience specialist Seattle, WA
- customer support representative Seattle, WA
- service person Seattle, WA
- work from home customer service advisor Seattle, WA
- e-commerce customer service representative Seattle, WA
- client engagement specialist Seattle, WA
- spanish customer service representative Seattle, WA
- customer service representative entry level Seattle, WA
- warehouse customer service representative Seattle, WA
- food service sales representative Seattle, WA