Client Relationship Associate

Job description

About Ferguson Wellman

For more than 40 years, our firm has designed and managed customized investment portfolios for high-net-worth individuals, families, corporate retirement plans, endowments and foundations. As of January 1, 2021, we manage $6.85 billion for 884 clients, making us one of the largest registered investment advisers in the country.

About the position

The Client Relationship Associate position is a full-time position, including benefits. The ideal applicant should be passionate about providing a positive client service experience while developing and maintaining those relationships.

Responsibilities:

• Compile information and prepare account paperwork for new and existing clients
• Maintain and update information in CRM database according to firm standards
• Prepare meeting and quarterly client reports
• Assist clients with annual IRA distributions, provide tax information, facilitate gifting, and satisfy money movement requests (wires, checks, transfers)
• Provide administrative support to portfolio managers as needed
• Build relationships with clients and maintain proactive communication
• Monitor manager calendar, travel arrangements, and schedule client meetings
• Attend client meetings at the manager's request

Qualifications:

• Strong communication skills, both written and verbal
• Superior attention to detail and follow through
• Strong organizational and time management skills
• Proficient in Microsoft Office, Schwab Advisor Services platform, DocuSign, CRM
• Experience working in a fast-paced, highly professional environment
• College degree with 3-5 years financial industry experience preferred
• Team player with the ability to manage projects, solve problems and meet deadlines

Compensation and Benefits:

• Salary range to be consistent with experience and potential
• Total compensation range for this position is $75k-95k. This includes salary, bonus, profit-sharing contribution, insurance (medical, dental, vision, life & disability) and a parking allowance

Ferguson Wellman recruits, employs, trains, compensates, and promotes regardless of race, color, religion, national origin, gender, gender identity or expression, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.