Wealth Client Relations Associate
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management. You will assist with onboarding, client requests, and documentation, contributing to a high-touch client experience.
The role emphasizes collaboration in a fast-paced team environment and the ability to manage detailed client records while supporting reports and client meetings. A strong service mindset is essential.
This opening is for the Wealth Client Relations Associate role at Lido Advisors, LLC.
We are currently recruiting a Wealth Client Relations Associate for our team in Bellevue, WA, United States.
This is a strong opportunity to take on the Wealth Client Relations Associate role at Lido Advisors, LLC.
As a Wealth Client Relations Associate, you will play an important part at Lido Advisors, LLC in Bellevue, WA, United States.
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