Wealth Management Client Associate
Core
Providing client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timeliness and accuracy in client materials, and promoting banking integration.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service solutions and banking integration for Financial Advisors and their clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Management, Account Management, Administrative Services, Issue Management, Business Development, Pipeline Management, Prioritization, Microsoft Excel, Salesforce
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Community college education
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Educate clients on bank service and banking offerings, ensure timeliness and accuracy in client materials, assist with policy alignment to manage risk, identify and deepen client relationships, cover roles during absences or seasonal increases
Seniority
Entry-level / Individual Contributor