Associate Client Advisor, WM
Core
Coordinates account administrative tasks, manages assigned wealth management client accounts, and delivers holistic advice on financial planning and investment principles.
Role type
Associate Client Advisor (Wealth Management)
Builds
Client relationships and holistic financial solutions
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
Client relationship management, transaction processing, financial planning, estate planning, capital markets knowledge, fiduciary standards, analytical skills, sales skills, time management
Preferred skills
Knowledge of accounting systems, investments, banking products, agency account agreements, relevant proven work experience
Technologies
Accounting systems, NT resources
Responsibilities
Execute daily client activity and oversee transaction processing, develop working knowledge of governing documents and account agreements, maintain client base by understanding needs and goals, identify opportunities for relationship enhancement, assist with business development and client presentations, provide informal guidance to new team members