Advisor Development Program Client Associate - San Francisco
Core
Entry-level client service support role for Financial Advisors in wealth management, serving as the primary point of contact for clients and assisting with business growth.
Role type
Wealth Management Client Associate (Advisor Development Program)
Builds
Client relationships and business growth support for Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship building, business development, prospecting, investment solutions advisory, compliance adherence, time management, Microsoft Suite proficiency
Preferred skills
Bachelor's degree, prior work experience, adaptability to new technology
Technologies
Microsoft Suite
Responsibilities
Provide client service and education on banking offerings, ensure timeliness and accuracy in client materials, assist with operational excellence and risk management, identify and deepen client relationships, support business growth functions for Financial Advisors
Seniority
Entry-level, training-focused IC