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Back to search resultsRelationship Associate III
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![]() United States, Oregon, Portland | |
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Description
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, with growth in managed fiduciary assets of 8% year over year. 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. Directly supports RM in all responsibilities including the development of new business. 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 significant Estate Settlement and Trust Administration experience are strongly preferred and encouraged to apply. Location: 760 SW Ninth Avenue, Portland, OR 97205, USA Essential Functions: Administrative
Account Management
Client Service
Related duties
Qualifications
Pay Range: Relationship Associate III - $66,564- $99,847 The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual bonus plan. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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