Associate, Client Relationship Manager

Lido Advisors; Bellevue (WA); On-site; USD 65,000 - 75,000; Full time

Job summary

Lido Advisors, LLC, an established wealth management firm, seeks an Associate, Client Relationship Manager to support advisory teams in all aspects of wealth management. You will enhance client experiences with administrative and operational support to Wealth Advisors in a fast-paced, team-oriented environment.

The role requires a bachelor’s degree and at least 1 year in client support within financial services, plus Series 65/66 or progression plan.

Qualifications

• Bachelor’s degree required.
• 1 year of professional experience in client support in a financial services/RIA context or relevant internship.
• Series 65 or 66 required or must be attained within the timeframe set by manager.
• Strong attention to detail and exceptional interpersonal and client service skills.
• Superior verbal and written communication skills.
• Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, emphasis on Excel.
• Ability to adapt to a fast-paced environment and work under pressure.
• Team player and collaborative mindset.

Responsibilities

• Onboard new client accounts, collecting documents and client info via in-person meetings or calls.
• Liaise with custodian partners and internal departments.
• Assist with preparing alternative investment paperwork with high accuracy.
• Provide exceptional client service by responding to requests and transactions (money movement, transfers).
• Maintain detailed client records across relationship management systems.
• Support team strategy by preparing reports, marketing materials for client meetings.
• Adhere to firm policies and procedures.
• Collaborate with peers to share best practices.

Skills

Interpersonal skills

Client service

Verbal communication

Written communication

Attention to detail

Time management

Team collaboration

Education

Bachelor’s degree

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Description 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.

Description 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

• Bachelor’s degree.
• 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.
• Superior verbal and written communication skills.
• Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
• Ability to adapt to a rapidly changing and fast paced business environment.
• Proven ability to operate effectively and work under pressure with tight deadlines.
• Team player and a desire to collaborate with others.

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records. Salary Description $65,000-$75,000