Private Wealth 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 client materials, and promoting banking integration.
Role type
Client Service Associate supporting Financial Advisors
Builds
Client relationships and operational support for the advisory team
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client Management, Account Management, Administrative Services, Issue Management, Business Development, Pipeline Management, Prioritization, Client Solutions Advisory, Referral Identification, Written Communications
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Microsoft Office proficiency, Salesforce proficiency
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 support operational excellence, identify and deepen client relationships, support day-to-day team activities including coverage during absences
Seniority
Individual Contributor, entry to mid-level