Client Associate

Immediate need for a talented Client Associate with experience in the industry. This is a Fulltime opportunity and is located in Bellevue, WA (Onsite). Please review the job description below.

Job ID: 23-21467

Pay Range: $60-$67K / per annum. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• Provide administrative support to Client Advisory Team through preparation of custodian paperwork ranging from: opening client accounts, facilitating IRA distributions, setting up power of attorney, wiring money etc.
• Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
• Act as information provider to accountants, banks, investment managers and other professionals also supporting clients.
• At the same time, they should enjoy learning and growing and be motivated to take on new challenges.
• Due to the required expertise in all client's operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
• Enjoy learning and growing and be motivated to take on new challenges.

Key Requirements and Technology Experience:

• Bachelor’s degree. 5+ years prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is required.
• Ability to instill a sense of trust and confidence.
• Evidence of being a team player and supportive colleague with strong interpersonal skills
• Possess strong analytical, quantitative, problem-solving, client service, and verbal/written communication skills.
• Detail-orientation and understanding of time-sensitive issues are extremely important.
• Intermediate knowledge of PC and Microsoft Office suite skills, with an emphasis in Excel.
• Excellent planning and organizational skills with ability to prioritize competing demands.
• Present a positive attitude and demonstrate initiative in all aspects of the position.
• Demonstrates and promotes integrity in an environment of mutual trust and respect.
• Maintains the utmost discretion in working with sensitive and confidential information.
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred.
• Experience working with custodians such as Charles Schwab and Fidelity is a plus.
• Comfort in speaking with clients and other professionals concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
• Proficiency with Salesforce, or similar CRM is a plus.

Our client is a leading Finance Industry and we are currently interviewing to fill this and other similar full-time positions. If you are interested in this position, please apply today for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.​