Registered Wealth Management Client Associate
Core
Sales support role providing operational and sales support to Financial Advisors and serving as a frequent point of contact for established clients.
Role type
Registered Wealth Management Client Associate (Sales Support)
Builds
Client service, operational support, and banking integration for wealth management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
FINRA Series 7, 66, 63, 65, SIE, investment product knowledge, client relationship management, administrative services, Microsoft Office, Salesforce
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning, sound judgment, verbal/written communication
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank offerings, ensure timeliness and accuracy in client materials, assist with policy alignment and risk management, identify and deepen client relationships, support team activities and coverage
Seniority
Individual Contributor, entry to mid-level