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 day-to-day practices.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client relationships and banking service adoption for individuals, companies, and institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Business development, Client solutions advisory, Pipeline management, Administrative services, Prioritization, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Client experience, Fast-paced environment adaptability, Continuous learning commitment, Sound judgment, Professional communication
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint