Client Manager

Client Manager

Seattle Search Group is working with a well-established financial firm in the Bellevue area seeking an experienced and enthusiastic Client Manager to join their team. This is a full-time position with a competitive salary ranging from $65,000 to $110,000 per year. This firm offers a fantastic work environment that promotes work-life balance and a family-oriented culture. If you're a dedicated and client-focused individual who's passionate about making a difference in the financial well-being of others, we encourage you to apply. If you're interested in this role, please reach out to John Herd from Seattle Search Group at 425-736-4321 or email john@seattlesearchgroup.com. Responsibilities:

• You will be the primary point of contact for a portfolio of high-net-worth clients, managing their entire experience with the firm.
• This involves onboarding new clients, facilitating smooth financial transactions (like money movements, asset transfers, and charitable contributions), and ensuring all necessary documentation is prepared and processed accurately.
• You'll need to be vigilant in monitoring client accounts, staying ahead of custodian alerts, and efficiently addressing client requests.
• Part of your role will involve collaborating with external partners to coordinate financial, business, tax, and insurance matters for clients.
• You will also assist in managing alternative investments, tracking capital calls and distributions.
• Additional responsibilities include providing accounting, banking, and administrative support for family office needs, including bill pay services.
• Working closely with the primary advisor, you'll contribute to the creation and implementation of investment policy statements, conduct periodic reviews, and implement updates as needed.
• You'll be responsible for managing quarterly billing calculations and proactively communicating with clients to anticipate and address their unique needs.
• Leveraging your Excel skills, you'll create and maintain formula-based analytics.
• You'll also take charge of special projects and assist clients with important life events.

Qualifications:

• A Bachelor’s degree or equivalent professional experience is required.
• 3-5 years of experience working with high-net-worth individuals/families in the financial industry.
• Proficiency in all Microsoft Office Suite products (Word, Excel, Windows, CRM) is essential.
• Experience with RIA custodian platforms and Envestnet Tamarac is a plus.
• Thorough understanding of:
  • wealth management services
  • tax & estate planning
  • family office/bill pay
  • philanthropy
  • mortgage/financing
  • lifestyle solutions.
• Excellent client service skills are crucial, with a positive and approachable attitude and a willingness to embrace new ideas.
• You should be a strategic thinker and resourceful problem-solver with strong decision-making abilities.
• A commitment to delivering accurate, high-quality work is essential, along with the ability to multitask and prioritize effectively.
• We're looking for someone who takes initiative, confidently tackles complex tasks, and quickly masters new technologies.

Benefits:

• Work-Life Balance: This company fosters a family-oriented culture and prioritizes work-life balance.
• Generous PTO: 12 paid holidays and 23 days of PTO per year
• Comprehensive Benefits Package:
  • Healthcare (medical/dental/vision)
  • Retirement Benefits with 3% Employer Contribution
  • Parking & Transportation Benefits
  • Flexible Spending Account
  • Parental Leave
• Additional Perks:
  • Annual Bonus (subject to eligibility)
  • Paid Volunteer Time Off
  • Education Stipend
  • Early Close & Casual Fridays
  • Free Building Gym Access

To Apply: If you are excited about this opportunity and meet the qualifications, please contact John Herd from Seattle Search Group at 425-736-4321 or email john@seattlesearchgroup.com.

If you want a deep dive into this position please listen to this discussion. 
https://notebooklm.google.com/notebook/6685f22f-9c04-4b5b-b89e-4b118b962a73/audio

You will need to login to your google/Gmail account.   It is Ai generated but extremely accurate.