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.

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