Registered Private Wealth Client Associate
Core
Provides client service support to Financial Advisors by managing client relationships, ensuring timely and accurate client materials, and promoting banking integration.
Role type
Client Associate (Wealth Management)
Builds
Client relationships and operational support for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
FINRA SIE, Series 7, Series 66 licenses, investment product knowledge, client relationship management, operational compliance, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning commitment, sound judgment
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Educate clients on bank service offerings, ensure timeliness and accuracy in client materials, align practices with bank policies, identify and deepen client relationships, support team activities and coverage needs
Seniority
Individual Contributor