Registered 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 client materials, and promoting the integration of banking services into client practices.
Role type
Registered Wealth Management Client Associate
Builds
Client service solutions and banking integration for individual, corporate, and institutional clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, investment product knowledge, client relationship management, operational compliance, Microsoft Office suite, Salesforce proficiency
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning commitment, sound judgment, professional communication
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint