Private Wealth Client Associate
Core
Providing client service support to Financial Advisors by managing account operations, processing transactions, and ensuring operational excellence for wealth management clients.
Role type
Wealth Management Client Associate
Builds
Client service support and operational workflows for Financial Advisors
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Account Management, Client Management, Administrative Services, Issue Management, Salesforce proficiency, Microsoft Office Suite proficiency
Preferred skills
FINRA SIE/Series 7/Series 66 certification, experience with RCMA accounts, WebEx Softphone usage
Responsibilities
New account onboarding, processing wire transfers, completing journal entries, managing householding requests, overseeing bannering and de-bannering activities, educating clients on bank offerings, ensuring timeliness and accuracy in client materials
Seniority
Individual Contributor