Client Relationship Associate
Martel Wealth Advisors, LLC, Vancouver, WA, United States
This is a full‑time position, including benefits, located on the Columbia River waterfront in Vancouver, WA. As our business grows, we are adding to our team and looking to hire a new
Client Relationship Associate.
This role supports the business operations and client interactions of an established team of Investment Advisors. Given the nature of our business, a high degree of trust, discretion, and confidentiality is paramount. If you are an eager team‑player who enjoys working in an energetic environment, this may be a great opportunity for you! Come join us at our Columbia River waterfront office!
Day to Day Responsibilities
Organize and assemble client ready materials including contracts, client/prospect meeting presentations, and performance reports.
Assist with all client life‑cycle events including onboarding paperwork, wealth planning, annual IRA distributions, tax information, and gifting.
Act as a central point of contact for non‑investment related client activity, and proactively resolve client requests.
Maintain CRM records for clients and prospects, and support business development efforts.
Provide administrative support to designated advisor(s), including scheduling meetings.
Opportunity for long term career growth and advancement within the firm based on interests and performance.
Qualifications
Bachelor’s degree from an accredited university.
2‑5 years prior work experience in financial services preferred, but entry level candidates will also be considered if they have a strong academic record.
Detail oriented, focused, and able to balance multiple requests while maintaining excellent customer service.
Prior Experience with Schwab Advisor Center and SEI Platforms a plus.
Strong written/verbal communication, attention to detail, and desire to work in a team environment.
High degree of confidentiality and trust.
Salary And Benefits
Our employees enjoy a competitive compensation and benefits package, including 100% paid employee medical (includes vision) premiums, 401(k) plan with employer contribution after a year, PTO that increases with tenure in addition to sick time, additional paid holidays off, and early office closure every Friday at 3pm.
Our centrally located, Columbia River waterfront office provides for an exciting place to work, and we enjoy regular team outings around the Portland-SW Washington area.
This position is in‑office 5 days a week and is not remote.
If you are someone who’s a team player and has a love of the Pacific Northwest, come join us!
Martel Wealth Advisors, LLC is a boutique investment management firm based in the Pacific Northwest. Today, we advise high net worth families and employer-sponsored retirement plans across 10+ states with over $1.4 billion in assets under management. The firm, supported by a dedicated team of specialists, offers our clients a bespoke array of investment and retirement planning opportunities. Our headquarters is located on the waterfront of the Columbia River in Vancouver, WA.
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Client Relationship Associate.
This role supports the business operations and client interactions of an established team of Investment Advisors. Given the nature of our business, a high degree of trust, discretion, and confidentiality is paramount. If you are an eager team‑player who enjoys working in an energetic environment, this may be a great opportunity for you! Come join us at our Columbia River waterfront office!
Day to Day Responsibilities
Organize and assemble client ready materials including contracts, client/prospect meeting presentations, and performance reports.
Assist with all client life‑cycle events including onboarding paperwork, wealth planning, annual IRA distributions, tax information, and gifting.
Act as a central point of contact for non‑investment related client activity, and proactively resolve client requests.
Maintain CRM records for clients and prospects, and support business development efforts.
Provide administrative support to designated advisor(s), including scheduling meetings.
Opportunity for long term career growth and advancement within the firm based on interests and performance.
Qualifications
Bachelor’s degree from an accredited university.
2‑5 years prior work experience in financial services preferred, but entry level candidates will also be considered if they have a strong academic record.
Detail oriented, focused, and able to balance multiple requests while maintaining excellent customer service.
Prior Experience with Schwab Advisor Center and SEI Platforms a plus.
Strong written/verbal communication, attention to detail, and desire to work in a team environment.
High degree of confidentiality and trust.
Salary And Benefits
Our employees enjoy a competitive compensation and benefits package, including 100% paid employee medical (includes vision) premiums, 401(k) plan with employer contribution after a year, PTO that increases with tenure in addition to sick time, additional paid holidays off, and early office closure every Friday at 3pm.
Our centrally located, Columbia River waterfront office provides for an exciting place to work, and we enjoy regular team outings around the Portland-SW Washington area.
This position is in‑office 5 days a week and is not remote.
If you are someone who’s a team player and has a love of the Pacific Northwest, come join us!
Martel Wealth Advisors, LLC is a boutique investment management firm based in the Pacific Northwest. Today, we advise high net worth families and employer-sponsored retirement plans across 10+ states with over $1.4 billion in assets under management. The firm, supported by a dedicated team of specialists, offers our clients a bespoke array of investment and retirement planning opportunities. Our headquarters is located on the waterfront of the Columbia River in Vancouver, WA.
#J-18808-Ljbffr