Relationship Associate II

Location:

Main Ofc West - 9th Fl
717 W Sprague Ave
9th Floor
Spokane, WA 99201, USA

Washington Trust brings more than 120 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacific Northwest. We have more than $8 billion in combined assets under management between our fiduciary and brokerage platforms. We are sought out by our clients and their professional advisors for stability, expertise and unparalleled client service levels.

As a member of the Wealth Management & Advisory Services (WM&AS) team, the Relationship Associate provides paraprofessional administrative support to client relationships in coordination with partner Relationship Managers (RMs). Responsible for white‑glove client service and complex administrative requirements, Relationship Associates ensure the highest level of customer service and accuracy to established controls and procedures. Works with other team members within WM&AS to ensure efficiency, accuracy and satisfaction to client base with other complex tasks as assigned in a fast‑paced environment.

Candidates with investment, financial asset allocation experience, or a background in paralegal support are encouraged to apply.

• Proactively provides paraprofessional support to RM, serving as front line for most client service requests and tasks. Works under direction of RM, including assuming portions of administrative workload.
• Manages, prioritizes and tracks communications to all client requests and inquiries.
• Tracks appropriate date specific requirements for client service, including birthday/Holiday Correspondence/Flowers for various occasions as well as family life achievement/benchmarks.
• Takes proactive approach to identifying possible problems and inefficiencies in account administration and work flow and initiate solutions as appropriate.
• Participates in audit and risk management procedure requirements.

• Provides client and administrative support for specific accounts assigned to the RM. Acts as the direct contact for most clients involving the RM as appropriate to ensure continuity of service.
• Works within consistent processes established in assisting the management of the relationship portfolio; coordinates daily workflow to ensure that all administrative requirements are complete, timely and in compliance to all requirements.
• Manages documentation retention through electronic file system to ensure the required and current information is up-to-date and as required by WM&AS policy.
• Monitors all closing processes with applicable WM&AS teams and areas to ensure process is completed consistent with legal requirements and WM&AS policy.
• Supports administration of client budgeting and other recordkeeping.
• Supports collection and/or generation of tax-related documentation; understanding and knowledge of tax codes, process and accounting system where appropriate.
• Researches and resolves routine operational issues related to simple- to moderately-complex accounts or across varying degrees of technical complexity; leveraging resources as appropriate (online, in office and using staff resources)
• Coordinate with other departments and lines of business to ensure effective collaboration for project and task completion

• Dependably support RM with prompt, timely and accurate information as needed to support client relationships, as well as the overall goals of the department and bank.
• Serves as a trusted service manager by answering client questions promptly and effectively, suggesting expert solutions where appropriate; request feedback and assistance from Relationship Manager as needed for solving unique or difficult problems.
• May travel on client business and training opportunities as appropriate.
• Maintains quality service for all clients and assist in monitoring fee reporting, collection and other profitability.
• Attends joint client meetings and phone conferences with RMs with current and/or prospective clients to increase relationship management.
• Cultivates relationships with clients, anticipate needs, solve problems in a timely…