Vice President, Client Relationship Manager

Jobtailor; Bellevue (WA); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Bellevue, WA seeks a client-focused Wealth Management assistant to support the Senior Wealth Manager with relationships, presentations, and investment operations.

You will coordinate investments, execute trades, prepare client materials, and ensure compliance while maintaining strong service standards for a growing client base.

Qualifications

• Bachelor’s degree.
• 2+ years of experience in the wealth management industry or related field.
• 2+ years of experience in a client-facing capacity.

Responsibilities

• Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
• Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings
• Coordinate the deployment of investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by the Senior Wealth Manager
• Address client cash management needs to ensure sufficient funds are available to meet investment requirements
• Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies
• Set prospective and existing client appointments for the Senior Wealth Manager
• Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system
• Prepare reports and materials for client reviews

Skills

Financial Analysis

Trade Execution

Portfolio Rebalancing

Investment Strategy Knowledge

Compliance Adherence

Education

Bachelor’s degree

Tools

Relationship Management System

Job description

• Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
• Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings
• Coordinate the deployment of investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by the Senior Wealth Manager
• Address client cash management needs to ensure sufficient funds are available to meet investment requirements
• Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies
• Set prospective and existing client appointments for the Senior Wealth Manager
• Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system
• Prepare reports and materials for client reviews

Requirements

• Bachelor’s degree
• 2+ years of experience in the wealth management industry or related field
• 2+ years of experience in a client-facing capacity

Core Competencies

Demonstrates expertise in client relationship management and financial analysis within the wealth management sector, ensuring adherence to investment strategies and compliance policies while providing exceptional client service.

Hard Skills

• Financial Analysis
• Trade Execution
• Portfolio Rebalancing
• Investment Strategy Knowledge
• Compliance Adherence

Soft Skills

• Client Service
• Communication
• Problem Solving
• Relationship Building

Tools & Technologies

• Relationship Management System