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 relationships.
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, Cross-selling banking products, Administrative support, Microsoft Office proficiency, Salesforce proficiency, Detail orientation
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client experience, Fast-paced environment adaptability, Continuous learning mindset
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint