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 practices.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client relationships and banking service adoption for the Jancisin | DiSilvio Group
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, operational compliance, relationship management, solution customization, administrative support, fast-paced adaptability, detail orientation, judgment and discretion, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA SIE/Series 7/66 certification, investment product knowledge, client experience, continuous learning commitment, professional communication
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 to support operational excellence and risk management; identify and deepen client relationships by promoting banking incorporation; support day-to-day team activities and cover roles during absences or seasonal peaks
Seniority
Individual Contributor, entry-level to mid-level support role