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Client Advisor

Atrium

Seattle, WA

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JOB DETAILS
SKILLS
Accounting Close, Bookkeeping, Chartered Financial Analyst (CFA), Customer Relations, Customer Support/Service, Documentation, Family Planning, Fiduciary, Financial Services, Genetics, High Net Worth, Interviewing Skills, Leadership, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Order Delivery, Presentation/Verbal Skills, Private Wealth Management, Record Keeping, Regulatory Requirements, Relationship Management, Salesforce.com, Series 63, Series 7, Team Player, Time Management, Transaction Processing/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. Their Seattle office is a small, collaborative team environment where each professional plays a meaningful role in client relationships and overall office success. They are currently seeking a Client Advisor.

Salary/Hourly Rate:
$150k + bonus + profit sharing

Position Overview:
The Client Advisor 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. This role works closely with the Senior Client Advisor and Regional Director to ensure clients receive timely, accurate, and thoughtful guidance on their financial needs. This opportunity is ideal for a client-facing financial services professional who enjoys working in a small-office environment and is ready to take on meaningful responsibility while supporting long-term client relationships.

Responsibilities of the Client Advisor:
  • Communicate regularly with clients and advisors, providing timely and thorough responses to inquiries.
  • Attend client meetings, document discussions, and coordinate follow-up actions.
  • Prepare and oversee client meeting materials, including customized reports and presentations.
  • Maintain accurate client records and communications within Salesforce.
  • Manage account opening and closing processes and review related documentation for accuracy and completeness.
  • Monitor account transactions, reporting, and administrative activities.
  • Review wills, trusts, and governing documents to ensure proper account administration and establish automated reminders for key actions.
  • Coordinate with fiduciary counsel to ensure trust and account administration complies with governing documents.
  • Prepare Annual Relationship Reviews and ensure accounts remain compliant with regulatory requirements.
Required Experience/Skills for the Client Advisor:
  • Strong client service orientation with the ability to build trust and rapport.
  • Excellent writing and presentation skills.
  • Demonstrated leadership and teamwork qualities.
  • Ability to organize and complete multiple tasks accurately while meeting deadlines.
  • Series 7 and Series 63 licenses preferred, along with two years of Cannon Trust School or equivalent. CTFA, CFP, or CFA certification is a plus.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, PowerPoint, Word, and Salesforce.
Preferred Experience/Skills for the Client Advisor:
  • Experience working with high-net-worth individuals, families, or institutional clients.
  • Professional certifications such as CTFA, CFP, or CFA.
  • Experience within a private wealth management or investment advisory environment.
Education Requirements:
  • Bachelor's degree in a relevant field required.
  • Master's degree preferred.
Benefits:
  • Competitive benefits package offered.
#LI-AJ3

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: 399697

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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