Client Relationship Associate - Flexible Wealth Management

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

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.