Wealth Management Client Associate
Core
Provides client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate delivery of materials, and promoting the integration of banking services into client relationships.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service experiences and banking integration solutions for individual and institutional clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Business development, Pipeline management, Administrative services, Salesforce proficiency, Microsoft Office suite
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client relationship management, Fast-paced environment adaptability
Responsibilities
Educate clients on bank service offerings, Ensure timeliness and accuracy in client materials, Assist with policy alignment and risk management, Identify and deepen client relationships, Support team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level