Registered Wealth Management Client Associate
Core
Sales support role providing operational and sales assistance to Financial Advisors and serving as a primary point of contact for affluent clients.
Role type
Registered Wealth Management Client Associate
Builds
Client onboarding, account maintenance, and digital client experience initiatives
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client onboarding, account maintenance, cross-functional collaboration, digital experience management, complex problem solving, privacy and security compliance, Microsoft Office, Salesforce
Preferred skills
Investment and banking product knowledge, Series 7, 63, 65, 66 licenses, undergraduate degree
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
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, work with cross line of business partners to provide products and services
Seniority
Entry to Mid-level, operational support