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 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 integrated banking solutions for individuals, companies, and institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, operational excellence, policy compliance, relationship management, business development, administrative services, prioritization, issue management, pipeline management
Preferred skills
Investment product knowledge, Salesforce proficiency, Microsoft Office suite, 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 to support operational excellence 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