Registered Wealth Management Client Associate - Bilingual Portuguese and Spanish Preferred
Core
Provide client service support to Financial Advisors by managing client relationships, ensuring timely and accurate client materials, and promoting banking integration.
Role type
Wealth Management Client Associate
Builds
Client relationships and operational support for Financial Advisors
Domain
Wealth Management / Banking
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
Bilingual English and Brazilian Portuguese, Bilingual English and Spanish, complex solution delivery, fast-paced environment adaptability
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 manage risk, identify and deepen client relationships, support day-to-day team activities
Seniority
Individual Contributor