Wealth Management Client Associate
Core
Provide client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate client materials, and promoting banking integration.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client relationships and operational support for Financial Advisors
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, client relationship management, operational compliance, administrative support, business development, issue management, prioritization, Microsoft Office (Word, Excel, PowerPoint), Salesforce
Preferred skills
Investment product knowledge, FINRA SIE/Series 7/66 certification, client-facing experience, fast-paced environment adaptability, detail orientation, sound judgment
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Educate clients on bank service and banking offerings; ensure timeliness, accuracy, and completeness in client materials; assist with policy alignment and risk management; identify and deepen client relationships; support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, entry to mid-level