Client Relationship Associate

Cercano ManagementBellevue, WA, US

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Job Description

Salary : COMPANY OVERVIEW

Cercano Management LLC (Cercano) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as family foundations and family offices. Cercano is based in Bellevue, WA, with offices in Wayzata, MN, Atlanta GA and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis.

POSITION MISSION

We are seeking a Private Client Relationship Associate, a perfectly suited role for individuals who excel at the intersection of client service, wealth management operations, and fiduciary expertise. In this client-facing position, you will work closely with portfolio managers, advisors, and clients external professionals to deliver a seamless, high-touch experience, particularly for complex, multi-generational families and family offices. If you are detail-oriented, client-focused, and eager to advance your career within a firm recognized for its long-term performance and collaborative culture, we invite you to consider this opportunity.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Client Service & Operations Excellence

Demonstrate expertise in client service operations, ensuring smooth execution of tasks related to managing client portfolios, account administration, and project oversight
Commitment to operational excellence will be crucial in maintaining client satisfaction and process efficiency

Onboarding & Implementation

Lead the onboarding of new clients by managing account and service implementation

Ensure that all onboarding actionssuch as custodian selection, document collection, account opening and funding, online enrollment, and fee arrangement implementationare completed with accuracy and attention to detail

Communicate regularly and clearly about onboarding processes to keep all stakeholders informed and tasks on track

Relationship Management

Cultivate and maintain strong, long-term relationships with clients by providing attentive, high-touch service and proactively addressing their needs

Serve as a trusted partner to both clients and their outside advisors, such as accountants and attorneys, ensuring prompt and accurate handling of their requests

Collaboration & Process Improvement

Engage and collaborate with peers to discuss and enhance client communication, streamline processes, and promote best practices across the team

Work alongside Portfolio Management, Strategic Advisory, and Operations teams to deliver a unified, high-quality client service experience

Contribute to ongoing business improvement initiatives and participate in ad-hoc projects as needed

Specialized Responsibilities

Review and interpret complex documentation related to account structures, trusts, LLCs, and FLPs

Coordinate gifting activities, including cash and in-kind gifts, and produce necessary documentation such as gift letters and Crummey notices

Understand advisory fee calculations and ensure the correct implementation of fee arrangements for each client

Coordinate and attend client meetings which drive client experiences; including putting together agendas and materials to assist the advisor to represent the full scope of services

Collect, analyze, and maintain data within CRM and other firm systems; ensure ongoing data integrity for our clients and prospects

Oversee financial / portfolio transaction requests to include capital calls, distributions, and trades to confirm for accuracy

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge, experience, skill, and / or ability

Required

Minimum of three years of client service experience in the financial services sector

Ability to handle confidential information with discretion and integrity

Demonstrated capability to manage multiple client service functions, supported by strong organizational and project management skills

Exceptional communication and interpersonal abilities, with a passion for building relationships and providing outstanding client experiences

Proven skill in establishing rapport and trust with clients and their external advisors

A proactive mindset with a dedication to continuous improvement and team collaboration

Highly organized approach and attention to detail

Excellent verbal and written communication skills

Proficiency in using systems and processes to enhance efficiency and accuracy

Preferred

Experience working with a CRM system

Computer skills

Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and MS Outlook required

Education / experience / certifications

Strong academic credentials, including a bachelor's degree in finance or accounting

required

Enrollment in or completion of the Certified Financial Planner program is a plus

SALARY RANGE : $90,000 -$120,000 on an annual basis

SALARY DETAILS :

Pay will be based on multiple factors, including, and not limited to location, relevant experience / level and skillset while balancing internal equity. Our discretionary bonus program is in addition to the base compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in all locations in which we operate

TOTAL REWARDS :

Cercano offers a comprehensive benefits package including medical, dental and vision insurance, Health Savings Account with generous annual employer contribution, Flexible Spending Accounts for health and dependent care, vacation and sick time off, paid holidays, paid parental leave, and the opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, company paid life insurance, and a Health and Wellness Benefit. Employees are also eligible for reimbursement for approved professional development activities.

Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.

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Client Relationship Associate • Bellevue, WA, US