Client Advisory Associate

OurClientAdvisoryAssociates support Senior Client Advisor(s) who have clientaccount managementand businessdevelopment responsibilities.  They are integral in delivering Whittier’s service platform which encompasses the five pillars of wealth management:  investment management, family office services, trust services, philanthropy, and real estate/oil and gas.


Whittier Trust Company routinely seeks quality individuals that have proven track records of superior client service, attention to detail, commitment and longevity in the workplace.  The ability to deliver the five pillars requires individuals to have significant character, intelligence and aptitude.


  • Bachelor's degree from an accredited university
  • Superior skills and experience with Microsoft office, especially Word, Excel, and PowerPoint
  • Excellent written and oral communication skills
  • Superior organizational skills with ability to mange & prioritize multiple projects with competing deadlines
  • Excellent attention to detail with the ability to exercise independent judgement
  • Ability to learn new processes and programs


  • Strong people skills with focus in client service
  • Proven track record of stability
  • High integrity with a diligent work ethic
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