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 timely and accurate client materials, and promoting banking integration.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service experiences and operational support for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Management, Account Management, Administrative Services, Issue Management, Business Development, Pipeline Management, Prioritization, Client Solutions Advisory, Microsoft Excel, Salesforce
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Strong computer application skills
Responsibilities
Educating clients on bank service and banking offerings, ensuring timeliness and accuracy in client materials, assisting with policy alignment to manage risk, identifying and deepening client relationships, supporting day-to-day team activities and covering roles during absences
Seniority
Individual Contributor, entry to mid-level