Associate, Client Relationship Manager

Lido Advisors, LLC

. Manage onboarding of new client accounts, including collecting required documents and client information through in-person meetings or calls .

Posted 9/18/2026full-timeBellevue • Washington • United StatesJuniorMid-Level💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding, relationship management, and alternative investment documentation while ensuring compliance with firm policies. Proficient in utilizing CRM systems and Microsoft Office tools to enhance client service and support wealth management teams.

Highest-signal resume keywords

Client Onboarding ManagementSeries 65 Or 66 CertificationAttention To DetailClient Service SkillsProficiency In Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementAlternative Investment Paperwork PreparationData ManagementReport PreparationFinancial Transactions Processing

Soft Skills

Interpersonal SkillsOrganizational SkillsCommunication SkillsTeam CollaborationAdaptability

Tools & Technologies

ExcelWordOutlookSalesforcePowerPoint

Certifications & Qualifications

Bachelor's DegreeSeries 65Series 66

Industry Keywords

Client Support ServiceRIA FirmFinancial ServicesWealth ManagementControl Policies

About the role

Key responsibilities & impact

Manage onboarding of new client accounts, including collecting required documents and client information through in-person meetings or calls
Liaise with custodian partners and internal departments
Assist with preparation of alternative investment paperwork with a high level of accuracy
Respond to client requests, inquiries and transactions such as money movement and transfer requests
Maintain detailed client records across firm relationship management systems
Prepare reports, marketing and other materials for client meetings
Adhere to firm control policies and procedures
Engage with peers to collaborate on best practices
Support Advisory teams in all aspects of wealth management and enhance the client experience

Requirements

What you’ll need

Bachelor’s degree
Minimum of 1 year of professional experience in a client support service role from an RIA firm or financial services related industry, or relevant intern experience
Series 65 or 66 required, or must be attained within timeframe determined by manager
Strong attention to detail
Exceptional interpersonal and client service skills
Superior verbal and written communication skills
Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items
Experience with Excel, Word, Outlook, Salesforce and PowerPoint, with an emphasis on Excel
Ability to adapt to a rapidly changing and fast paced business environment
Proven ability to operate effectively and work under pressure with tight deadlines
Team player and desire to collaborate with others

Benefits

Comp & perks

Flexible work environment
Personal and professional growth support
Culture of supporting each other, communities, clients and Lido