Client Advisory Associate

Whittier Trust Company; Reno (OH); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks a Client Advisory Associate to support Client Advisors with account management and business development on personal trust and investment management accounts.

The role focuses on delivering Whittier Trust’s high-touch service model in the Western region, nationally, and within local communities, coordinating with multiple departments to meet client needs.

Qualifications

• Experience in high-net-worth client servicing and trust accounts.
• Ability to coordinate across invest­ment, operations, and client teams.
• Strong communication and presentational skills.

Responsibilities

• Direct the Trust Operations Department on daily account transactions (wire transfers, ACH, bill payments, redemptions).
• Monitor transactions for accuracy and completion.
• Coordinate investment transactions with the Investment Department (cash balances, transfers).
• Coordinate asset transfers in and out of accounts, including terminations.
• Prepare client correspondence, Excel reports, and marketing materials; assist with PowerPoint presentations.

Skills

Account management

Business development

Fiduciary services

Client service

Tools

Excel

PowerPoint

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Position Summary

The Client Advisory Associate supports Client Advisors with account management and business development responsibilities on personal trust and investment management accounts. In this role, it is critical to meet the needs of clients, trust beneficiaries and their advisors, co-fiduciaries, and internal department personnel.

The candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community.

PRIMARY RESPONSIBILITIES

• Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and the opening and closing of accounts.
• Monitor transactions for completion and accuracy.
• Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances on a daily basis for purchases, transferring sales proceeds to money market accounts, and following up on client’s requests for purchases, sales, or gifting.
• Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts.
• Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections, and gifting schedules), assist with the production of PowerPoint presentations, mass mailings, and marketing materials.
• Calculate Unitrust, total return, and