Associate, Client Relationship Manager

Lido Advisors, LLC; Bellevue (WA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management. You will assist with onboarding, client requests, and documentation, contributing to a high-touch client experience.

The role emphasizes collaboration in a fast-paced team environment and the ability to manage detailed client records while supporting reports and client meetings. A strong service mindset is essential.

Qualifications

• Minimum 1 year in client support in financial services or related intern experience.
• Series 65 or 66 required, or to be attained within the manager's timeframe.
• Strong attention to detail and client-centric service orientation.

Responsibilities

• Onboard new client accounts and collect required documents.
• Liaise with custodian partners and internal teams.
• Prepare investment paperwork with high accuracy.
• Deliver exceptional service by handling client requests and transactions.
• Maintain detailed client records in relationship management systems.
• Support with reports, marketing materials, and client meeting prep.
• Adhere to firm policies and collaborate with peers on best practices.

Skills

Attention to detail

Interpersonal skills

Client service

Communication

Job description

All Jobs > Associate, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients.

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, our clients and Lido.

Duties and Responsibilities

• Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
• Liaise with custodian partners and internal departments.
• Assist with the preparation of alternative investment paperwork with high level of accuracy.
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
• Maintain detailed client records across firm relationship management systems.
• Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings.
• Adhere to firm’s control policies and procedures.
• Regularly seek opportunities to engage with peers to collaborate on best practices

Requirements

• Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
• Series 65 or 66 required, or must be attained within timeframe determined by manager.
• Strong attention to detail.
• Exceptional interpersonal and client service skills.