- Excel in client service operations ensuring smooth portfolio execution accuracy responsiveness risk awareness precision day-to-day activities.
Client Relationship Associate - Bellevue - Cercano Management
Description
Client Relationship Associate
Cercano Management LLC is an SEC-registered investment manager focused on ultra-high net worth clients and entities associated with those clients. The team has extensive experience in direct investing across various stages of venture capital, private equity, private credit, and public equities globally.
Role Overview
We seek a Client Relationship Associate to excel at the intersection of client service, wealth management operations, and fiduciary expertise. In this role you will work closely with portfolio managers, advisors, and external professionals to deliver a seamless high-touch experience for complex families and family offices.