Job Description

Are you looking for a career in financial planning and wealth advisement? Our client is a large wealth advisory firm and they are searching for a Senior Client Advisory Associate in Bellvue, WA.

• Provide assistance to clients and internally performing administrative duties and special projects,
• Prepare performance analysis, investment manager background, and client presentation material.
• Prepare communications to clients regarding implementation of investment strategies
• Draft letters of instruction, complete account applications, manager agreements and fund subscription documents and organize supporting documentation to onboard clients
• Act as information provider to accountants, banks, investment managers and other professionals also supporting clients
• Assist with quarterly reporting packages, reviewing client reports

Qualifications:

• Bachelor's degree in related field (Business, Finance, Accounting, Economics), master's degree or MBA a plus
• On track to obtain Certified Financial Planning license
• Detail oriented, analytical and client service skills
• Microsoft Office suite, including intermediate Excel skills required
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives
• Motivated to grow in a career path in financial advisory services

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