Client Relationship Officer

ESSENTIAL FUNCTIONS

These essential functions are primary job duties that candidates must be able to perform unassisted or with some reasonable accommodation.

• Manage all servicing aspects for a portfolio of client accounts including trusts estates and investment advisory.

• Maintain strong working relationships with all clients on an assigned book of accounts; be the confidential advisor on trust tax and administrative matters.

• Work in concert with a clients attorney relationships and outside service providers to holistically serve the clients.

• Process and ensure proper filing of all documentation related to client accounts.

• Prepare client materials for client meetings as well as help lead client meetings along with the investment officer.

• Assist in the onboarding of new client accounts.

• Manage all day-to-day client responsibilities and maintain docketing records for long-term client matters.

• Assist in tax planning and tax return preparation including the processing of estimated taxes as required.

• Be familiar with estate settlement time frames and procedures.

• Help develop comprehensive financial plans and facilitate in-house planning meetings with firm personnel.

• Administer the setup maintenance and closing of client accounts on the trust accounting system.

SPECIFIC SKILLS REQUIRED

• Excellent interpersonal skills working face-to-face with clients.

• Superb organizational communication and problem-solving skills.

• Working knowledge of the MS Office Suite especially Excel.

• Proven track record of accuracy and timeliness.

• Exhibit a proactive mentality and commitment to professional growth.

• Being a team player and supportive of colleagues.

• Promote integrity in an environment of mutual trust and respect while maintaining utmost discretion in working with sensitive and confidential information.

• Familiarity with trust or investment-related functions and systems.

SPECIFIC SKILLS PREFERRED

• Experience with trust accounting systems (SunGard).

EDUCATION AND EXPERIENCE

• Qualified candidates must have a Bachelors degree or Associates degree and would preferably have a minimum of 10-plus years of work experience as a financial professional.

• Candidates must have a general understanding of finance investments and tax.

This position is eligible for an annual discretionary bonus 401(k) plan medical dental and vision insuranceaccruedpaid time off plan starting at20 daysannually personal medical and parental leave up to 10 paid holidays and family care benefits. More informationregardingbenefits and programs may be foundhere.

This position may be filled in the following location(s).The listed compensation range reflects the typical pay for this role though it is rare for new hires to receive an offer at the top of the range.Actual compensation may vary depending on experience skills market conditions and internal equity.

Washington state compensation range: $95470 to $145100 annually