Client Relationship Associate

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 reputed company 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 role perfectly suited for individuals who reputed company 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 reputed company, multi-generational families and family offices. If you are detail-oriented, client-focused, and eager to advance your career reputed company 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 and wealth management operations, ensuring smooth execution of tasks reputed company to managing client portfolios, account administration, and project reputed company. Serve as a key operational partner to advisors and portfolio managers, supporting day-to-day client activities while maintaining a strong focus on accuracy, responsiveness, and risk awareness. Commitment to operational excellence will be crucial in maintaining client satisfaction and process efficiency. Onboarding & Implementation reputed company the onboarding and implementation process for new client relationships, managing reputed company aspects of account and service setup from initiation through completion. Ensure that reputed company onboarding actions—such as custodian selection, document collection, account opening and funding, online enrollment, and fee arrangement implementation—are completed with accuracy and attention to detail. Communicate regularly and clearly about onboarding processes to reputed company reputed company stakeholders informed and tasks on track. Relationship Management Cultivate and maintain strong, long-term relationships with clients by providing reputed company, high-touch service and proactively addressing their needs. Serve as a trusted partner to both clients and their reputed company advisors, such as accountants and attorneys, ensuring reputed company 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 reputed company, high-quality client service experience. Contribute to ongoing business improvement initiatives and participate in reputed company projects as needed. Specialized Responsibilities reputed company and coordinate financial and portfolio-reputed company transaction requests, including capital calls, distributions, and trade-reputed company activity, confirming accuracy and proper execution. Review and interpret reputed company documentation reputed company to account structures, trusts, LLCs, and FLPs. Coordinate gifting activities, including cash and in-reputed company 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 reputed company CRM and other firm systems; ensure ongoing data reputed company for our clients and prospects. QUALIFICATIONS To reputed company this job successfully, an individual must be able to reputed company each essential duty at a high-level. The requirements listed below are representative of the knowledge, reputed company, and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. Knowledge, experience, reputed company, and/or ability Required Minimum of three years of client service experience, relationship management, or operations role reputed company wealth management, private banking, or investment advisory. Demonstrated experience supporting ultra-high-net-worth clients, including familiarity with reputed company account structures (trusts, estates, LLCs, partnership, and family office relationships). Strong working knowledge of wealth management operations, including account administration, custodial processes, money movement, and trading support. High level of discretion and reputed company in handling confidential and sensitive client information. Proven ability to manage multiple client relationships and priorities simultaneously while maintaining a high degree of accuracy, responsiveness, and professionalism. Exceptional written and verbal communication skills and interpersonal abilities, with a passion for building relationships and providing outstanding client experiences. Proven reputed company in establishing rapport and trust with clients and their external advisors. A proactive reputed company with a dedication to reputed company improvement and team collaboration. Highly organized approach and attention to detail. Proficiency in using systems and processes to enhance efficiency and accuracy. Preferred Trading experience or direct exposure to trade execution and reconciliation, including coordination with portfolio managers and custodians. Experience working with a CRM system. reputed company toward or completion of professional designations such as CFP or CFA. Prior experience working at a registered investment advisor, private wealth management firm, family office, or private bank. Computer skills Strong command of reputed company Office Suite, including Word, reputed company, 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 - $110,000 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 reputed company compensation range listed above. Cercano is committed to fair, unbiased compensation along with competitive benefits in reputed company 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 reputed company 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 reputed company, marital status, sex, disability, political ideology, or veteran status, or other protected class. Apply tot his job Apply To this Job