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Associate Client Advisor

Atrium

Seattle, WA

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JOB DETAILS
SKILLS
Artificial Intelligence (AI), Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Family Planning, Financial Planning, Financial Services, Genetics, High Net Worth, Interviewing Skills, Maintain Compliance, Meeting Minutes, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Multitasking, Operations Planning, Order Delivery, Organizational Skills, Presentation/Verbal Skills, Private Wealth Management, Regulatory Requirements, Relationship Management, Short Messaging Service (SMS), Team Player, Time Management, Wealth Management, Writing Skills
LOCATION
Seattle, WA
POSTED
Today
Client Overview:
Our client is a leading private wealth management and investment advisory firm serving high-net-worth individuals, families, and institutions. They provide customized investment, wealth planning, and family office services with a focus on long-term relationships, discretion, and exceptional client service. They are looking to add an Associate Client Advisor to their team. The Seattle office is a small, collaborative team environment where each professional plays a meaningful role in client relationships and overall office success.

Salary/Hourly Rate:
$105k + Bonus + Profit sharing

Position Overview:
The Associate Client Advisor (ACA) will support and help manage relationships with high-net-worth clients by providing exceptional service and assisting with the delivery of comprehensive wealth management solutions. You will work closely with the Senior Client Advisor and Regional Director to ensure clients receive timely, accurate, and thoughtful guidance on their financial needs. This role is ideal for a client-facing financial services professional with 2 - 3 years of experience who enjoys working in a small-office setting and is ready to take on meaningful responsibility.

Responsibilities of the Associate Client Advisor:
  • Serve as a primary point of contact for clients alongside the Senior Client Advisor, responding to inquiries and coordinating day-to-day service needs.
  • Prepare client meeting materials, presentations, and reports using MS Office and Google Suite.
  • Assist with account openings, maintenance, and documentation, ensuring accuracy and compliance with firm policies and regulatory requirements.
  • Coordinate internally with Investment, Planning, and Operations teams to deliver a seamless client experience.
  • Participate in client meetings, taking notes, tracking follow-up items, and ensuring timely completion of action items.
  • Help monitor client portfolios and financial plans, escalating issues and opportunities to the Senior Client Advisor.
Required Experience/Skills for the Associate Client Advisor:
  • Strong client service orientation with the ability to build trust and rapport.
  • Excellent verbal and written communication skills; professional and presentable demeanor.
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and Google Suite.
  • Comfortable working in a small-office environment (currently three people) and collaborating closely with senior professionals.
  • Outgoing, polished, and confident in client-facing settings.
Education Requirements:
  • Bachelor's degree is required.
Benefits:
  • Competitive benefits package offered.
About Atrium:What you do matters. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team committed to your growth and success. By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy . As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO

Position ID: 399692

About the Company

A

Atrium

Founded in 1995, Atrium is a global WBENC certified leader in Extended Workforce Management and Talent Solutions that partners with the world’s largest brands to reimagine how work gets done. Guided by our Applicant-Centric™ philosophy, we approach hiring from the perspective of the candidate. By getting to know you and listening to what truly motivates you, we build lasting relationships and find our applicants jobs they love.

COMPANY SIZE
250 to 500 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1995
WEBSITE
https://www.atriumglobal.com

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