Private Wealth Client Associate
Core
Provide 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 service experiences and banking integration for wealth management clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Cross-selling banking products, Team collaboration, Adaptability to new technology
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Salesforce proficiency, Microsoft Office suite expertise
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 and cover roles during absences
Seniority
Individual Contributor, entry to mid-level