Wealth Management Client Associate
Core
Sales support role providing operational and sales support to Financial Advisors and serving as a frequent point of contact for affluent clients.
Role type
Wealth Management Client Associate (Sales Support)
Builds
Client onboarding, account maintenance, and digital client experience
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
client onboarding, account maintenance, cross-functional collaboration, digital experience management, complex problem solving, client service, data privacy, Microsoft Office, Salesforce
Responsibilities
Lead end-to-end onboarding and maintenance for new and existing clients, manage client servicing requests, act as a key team member for clients' digital experience, find opportunities to innovate
Seniority
Entry-level to Mid-level
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