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Client Associate at Laird Norton Wetherby
Seattle, Washington, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Communication Skills, Client Service, Wealth Management, Financial Services, Microsoft Office Suite, Investment Concepts, Proactive Approach, Time Management, Self Starter, Learning And Development, Operational Tasks, Charitable Contributions, Securities Transfers, Account Maintenance
Specialization
A four-year college degree or equivalent work experience in financial services is required, with a preference for 2 or more years in private wealth management or client services. Strong organizational and communication skills are essential, along with proficiency in Microsoft Office Suite.
Office Associate at The Ohio State University
Columbus, OH 43201, USA - Full Time
Skills Needed
Administrative Assistance, Crm, Ged
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Associate - Deli at GameOn Studio
Boca Raton, Florida, United States - Full Time
Skills Needed
Customer Service, Product Knowledge, Attention To Detail, Team Player, Food Preparation, Deli Equipment Operation, Basic Math Skills, Visual Presentation
Specialization
Candidates must be at least 18 years old and preferably have prior deli or food preparation experience. Strong attention to detail, the ability to follow instructions, and a positive, service-oriented attitude are essential.
Pastry Associate at Dhanani Group
Atlanta, GA 30338, USA - Full Time
Skills Needed
Pastry, Baking
Qualification
Graduate
Retail Associate at Goodwill Industries of New Mexico
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Register Operations, Donation Processing, Sales Promotion, Visual Merchandising, Time Management, Confidentiality, Communication, Organizational Skills, Problem Solving, Teamwork, Physical Stamina, Attention To Detail, Safety Compliance, Multi Tasking, Relationship Building
Specialization
Candidates should have a high school diploma or GED and preferably one year of retail experience. Strong communication skills and the ability to work with diverse individuals are essential.
Retail Associate at Goodwill Industries of New Mexico
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Register Operations, Donation Processing, Sales Promotion, Visual Merchandising, Time Management, Confidentiality, Communication, Teamwork, Problem Solving
Specialization
Candidates should have a high school diploma or GED and preferably one year of retail experience. Strong customer service skills and the ability to work independently are essential.
Retail Associate at Goodwill Industries of New Mexico
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Register Operations, Donation Processing, Sales Promotion, Visual Merchandising, Time Management, Confidentiality, Communication, Organizational Skills, Teamwork, Problem Solving, Attention To Detail, Physical Stamina, Safety Compliance, Multi Tasking, Relationship Building
Specialization
Candidates should have a high school diploma or GED and preferably one year of retail experience. Strong customer service skills and the ability to work independently are essential.
Retail Associate at The Spotted Trotter
Atlanta, Georgia, United States - Full Time
Skills Needed
Retail Experience, Customer Service, Basic Knife Skills, Food Knowledge, Charcuterie Knowledge, Organizational Skills, Initiative, Cleanliness Standards, Microsoft Excel, Microsoft Word, Ability To Lift 50 Pounds, Weekend Availability, Working In Cold Environments, Taking Direction, Attention To Detail, Patience
Specialization
Candidates should have at least two years of retail experience, preferably in food. Basic knife skills and a working knowledge of charcuterie and cheese are also beneficial.
Experience Required
Minimum 2 year(s)
Bakery Associate at Commissos Fresh Foods
Niagara Falls, ON L2J 1A4, Canada - Full Time
Skills Needed
Customer Service
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Office Associate at CertaPro Painters of Shenandoah Valley, VA
, Virginia, United States - Full Time
Skills Needed
Organized, Detail Oriented, Social Media, Digital Marketing, Microsoft Office, Quickbooks, Verbal Communication, Written Communication, Time Management
Specialization
A high school diploma or GED is required, with a college degree being a plus. Candidates should be organized, detail-oriented, and proficient in Microsoft Office and QuickBooks.
Bakery Associate at Country Bakery Market
Selwyn, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Dining Associate at Friendship Village Retirement Community
Waterloo, IA 50702, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Events Associate at Five Iron Golf Singapore
Singapore 069539, , Singapore - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Associate at KPMG Global Services
Kochi, kerala, India - Full Time
Skills Needed
Tax, Compliance, Business Tax, Global Mobility, Indirect Tax, Global Transfer Pricing, Global Trade Compliance, Tax Technology, Technical Acumen, Business Insights, Client Service
Specialization
Candidates should possess strong technical skills and business insights. The role emphasizes building a global network and unlocking opportunities.
Experience Required
Minimum 2 year(s)
People Associate at Rising Academies
Accra, Greater Accra Region, Ghana - Full Time
Skills Needed
Hr Operations, Employee Support, Onboarding, Offboarding, Data Accuracy, Employee Engagement, Culture Building, Communication, Relationship Building, Problem Solving, Attention To Detail, Proactive Mindset, Integrity, Trustworthiness, Organizational Skills, Goal Setting
Specialization
Candidates should have 2-4 years of relevant HR experience and familiarity with local labor laws across Africa. A Bachelor's Degree or equivalent experience is required.
Experience Required
Minimum 2 year(s)
Office Associate at YASSI
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Organizational Skills, Interpersonal Skills, Microsoft Office, Appointment Scheduling, Patient Interaction, Problem Solving, Emr Management, Office Management, Time Management, Attention To Detail, Multi Tasking, Insurance Knowledge, Message Distribution, Payment Processing
Specialization
Candidates should have at least one year of experience in a medical office and customer service. Proficiency in Microsoft Office and strong communication skills are preferred.
Office Associate at YASSI
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Organizational Skills, Interpersonal Skills, Microsoft Office, Scheduling, Problem Solving, Attention To Detail
Specialization
Candidates should have at least one year of experience in a medical office and customer service. Proficiency in Microsoft Office and strong communication skills are preferred.
Retail Associate at TK Maxx
3012 Rotterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Retail Associate at Dandelion Chocolate
San Francisco, CA 94115, USA - Full Time
Skills Needed
Flexible Schedule
Qualification
Graduate
Retail Associate at TK Maxx
Dublin, County Dublin, Ireland - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Client Associate at Laird Norton Wetherby
Seattle, Washington, United States -
Full Time

Start Date

Immediate

Expiry Date

08 Jan, 26

Salary

78000.0

Posted On

10 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Organizational Skills, Attention To Detail, Communication Skills, Client Service, Wealth Management, Financial Services, Microsoft Office Suite, Investment Concepts, Proactive Approach, Time Management, Self-Starter, Learning And Development, Operational Tasks, Charitable Contributions, Securities Transfers, Account Maintenance

Industry

Financial Services

Description
LOCATION: SEATTLE, WA We are seeking a full-time Client Associate to join our team. You will work with a team of wealth management professionals and other Laird Norton Wetherby (LNW) team members to provide excellent service to our internal and external clients. Your Role and Responsibilities Nature of Role As a Client Associate (CA) you work in a client-focused, team-centered environment assisting the advisory team in servicing the needs of the firm’s wealth management clients, with a focus on completing operational tasks for clients. You must be organized, have outstanding attention to detail, excellent computer proficiency and great communication skills. Core Job Responsibilities Develop familiarity with assigned clients and their needs. Respond to client and third-party questions professionally and in a timely manner. Open and close client accounts and complete account maintenance updates. Complete subscription process for new alternative investments. Complete client monetary and/or securities transfers. Facilitate client charitable contributions and gifts, including drafting related correspondence. Generate and review periodic recurring and custom reporting for clients. Troubleshoot and tackle various operational issues (accounts, client set up, custodial) utilizing a proactive approach. Duties and Responsibilities will increase and vary based on needs of business. More About You Four-year college degree or equivalent work experience in the financial services industry is required. Prefer 2 or more years’ experience in private wealth management, client services, or finance/banking operations. Willing to hire with no or limited experience. Professional certifications such as CFP are not necessary but are a plus. Skills and Attributes Strong organizational skills and attention and accuracy to detail to meet client deadlines with high quality, detail-oriented work. Strong communication skills enabling proactive, consistent and effective communication within the client team. Demonstrates the ability to work independently in a fast-paced setting, be a self-starter, and take ownership of tasks from beginning to end. Interest in building a career in the wealth management industry. Motivated to take on new challenges and actively involved in learning and development. Ability to effectively manage conflicting priorities and handle time-sensitive issues. Familiarity with investment concepts a plus. Experience in Microsoft Office Suite is required, advanced skills preferred. Experience in financial software applications and platforms, including Addepar, Salesforce, Schwab custodian, are a plus. Alignment with our company values and behaviors. Support the cultivation of an inclusive environment and culture by internalizing, integrating and applying DEI principles across work and activities. Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and can perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner. Compensation and Benefits We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The salary range for this position starts at $61,000 for those without experience to $78,000 for those who meet all qualifications depending on location and experience. The salary range applies to current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job-related knowledge, experience, skill set, and geographic location. We offer excellent benefits including medical, dental, and vision coverage; generous time off (including a sabbatical program after 10 years); flexible spending plans for health care, transportation, and dependent care; 401(k) plan, educational reimbursements, and more. Detailed information can be found on our site and here. Our Team You will be joining a client service team that is dedicated to helping our clients achieve their goals by providing exceptional client service and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships. We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach. About Us Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world. LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit LNWAdvisors.com. Additional Information Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community. We are an equal opportunity employer that prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics). *As of 10/09/2025 #Li-Hybrid
Responsibilities
As a Client Associate, you will assist the advisory team in servicing the needs of wealth management clients, focusing on operational tasks. You will respond to client inquiries, manage account openings and maintenance, and generate reports.
Client Associate at Laird Norton Wetherby
Seattle, Washington, United States - Full Time
Skills Needed
Organizational Skills, Attention To Detail, Communication Skills, Client Service, Wealth Management, Financial Services, Microsoft Office Suite, Investment Concepts, Proactive Approach, Time Management, Self Starter, Learning And Development, Operational Tasks, Charitable Contributions, Securities Transfers, Account Maintenance
Specialization
A four-year college degree or equivalent work experience in financial services is required, with a preference for 2 or more years in private wealth management or client services. Strong organizational and communication skills are essential, along with proficiency in Microsoft Office Suite.
Office Associate at The Ohio State University
Columbus, OH 43201, USA - Full Time
Skills Needed
Administrative Assistance, Crm, Ged
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Associate - Deli at GameOn Studio
Boca Raton, Florida, United States - Full Time
Skills Needed
Customer Service, Product Knowledge, Attention To Detail, Team Player, Food Preparation, Deli Equipment Operation, Basic Math Skills, Visual Presentation
Specialization
Candidates must be at least 18 years old and preferably have prior deli or food preparation experience. Strong attention to detail, the ability to follow instructions, and a positive, service-oriented attitude are essential.
Pastry Associate at Dhanani Group
Atlanta, GA 30338, USA - Full Time
Skills Needed
Pastry, Baking
Qualification
Graduate
Retail Associate at Goodwill Industries of New Mexico
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Register Operations, Donation Processing, Sales Promotion, Visual Merchandising, Time Management, Confidentiality, Communication, Organizational Skills, Problem Solving, Teamwork, Physical Stamina, Attention To Detail, Safety Compliance, Multi Tasking, Relationship Building
Specialization
Candidates should have a high school diploma or GED and preferably one year of retail experience. Strong communication skills and the ability to work with diverse individuals are essential.
Retail Associate at Goodwill Industries of New Mexico
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Register Operations, Donation Processing, Sales Promotion, Visual Merchandising, Time Management, Confidentiality, Communication, Teamwork, Problem Solving
Specialization
Candidates should have a high school diploma or GED and preferably one year of retail experience. Strong customer service skills and the ability to work independently are essential.
Retail Associate at Goodwill Industries of New Mexico
Albuquerque, New Mexico, United States - Full Time
Skills Needed
Customer Service, Cash Register Operations, Donation Processing, Sales Promotion, Visual Merchandising, Time Management, Confidentiality, Communication, Organizational Skills, Teamwork, Problem Solving, Attention To Detail, Physical Stamina, Safety Compliance, Multi Tasking, Relationship Building
Specialization
Candidates should have a high school diploma or GED and preferably one year of retail experience. Strong customer service skills and the ability to work independently are essential.
Retail Associate at The Spotted Trotter
Atlanta, Georgia, United States - Full Time
Skills Needed
Retail Experience, Customer Service, Basic Knife Skills, Food Knowledge, Charcuterie Knowledge, Organizational Skills, Initiative, Cleanliness Standards, Microsoft Excel, Microsoft Word, Ability To Lift 50 Pounds, Weekend Availability, Working In Cold Environments, Taking Direction, Attention To Detail, Patience
Specialization
Candidates should have at least two years of retail experience, preferably in food. Basic knife skills and a working knowledge of charcuterie and cheese are also beneficial.
Experience Required
Minimum 2 year(s)
Bakery Associate at Commissos Fresh Foods
Niagara Falls, ON L2J 1A4, Canada - Full Time
Skills Needed
Customer Service
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Office Associate at CertaPro Painters of Shenandoah Valley, VA
, Virginia, United States - Full Time
Skills Needed
Organized, Detail Oriented, Social Media, Digital Marketing, Microsoft Office, Quickbooks, Verbal Communication, Written Communication, Time Management
Specialization
A high school diploma or GED is required, with a college degree being a plus. Candidates should be organized, detail-oriented, and proficient in Microsoft Office and QuickBooks.
Bakery Associate at Country Bakery Market
Selwyn, ON, Canada - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Dining Associate at Friendship Village Retirement Community
Waterloo, IA 50702, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Events Associate at Five Iron Golf Singapore
Singapore 069539, , Singapore - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Associate at KPMG Global Services
Kochi, kerala, India - Full Time
Skills Needed
Tax, Compliance, Business Tax, Global Mobility, Indirect Tax, Global Transfer Pricing, Global Trade Compliance, Tax Technology, Technical Acumen, Business Insights, Client Service
Specialization
Candidates should possess strong technical skills and business insights. The role emphasizes building a global network and unlocking opportunities.
Experience Required
Minimum 2 year(s)
People Associate at Rising Academies
Accra, Greater Accra Region, Ghana - Full Time
Skills Needed
Hr Operations, Employee Support, Onboarding, Offboarding, Data Accuracy, Employee Engagement, Culture Building, Communication, Relationship Building, Problem Solving, Attention To Detail, Proactive Mindset, Integrity, Trustworthiness, Organizational Skills, Goal Setting
Specialization
Candidates should have 2-4 years of relevant HR experience and familiarity with local labor laws across Africa. A Bachelor's Degree or equivalent experience is required.
Experience Required
Minimum 2 year(s)
Office Associate at YASSI
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Organizational Skills, Interpersonal Skills, Microsoft Office, Appointment Scheduling, Patient Interaction, Problem Solving, Emr Management, Office Management, Time Management, Attention To Detail, Multi Tasking, Insurance Knowledge, Message Distribution, Payment Processing
Specialization
Candidates should have at least one year of experience in a medical office and customer service. Proficiency in Microsoft Office and strong communication skills are preferred.
Office Associate at YASSI
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Organizational Skills, Interpersonal Skills, Microsoft Office, Scheduling, Problem Solving, Attention To Detail
Specialization
Candidates should have at least one year of experience in a medical office and customer service. Proficiency in Microsoft Office and strong communication skills are preferred.
Retail Associate at TK Maxx
3012 Rotterdam, , Netherlands - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Retail Associate at Dandelion Chocolate
San Francisco, CA 94115, USA - Full Time
Skills Needed
Flexible Schedule
Qualification
Graduate
Retail Associate at TK Maxx
Dublin, County Dublin, Ireland - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate