Wealth Management Client Associate
Core
Provides client service support to Financial Advisors, acting as the primary point of contact for client service needs and operational support.
Role type
Wealth Management Client Associate (Executive Support)
Builds
Client service experiences and operational support for Financial Advisors
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Calendar management, Meeting coordination, Travel planning, Expense reporting, Salesforce administration, Document preparation, Prioritization, Administrative services
Preferred skills
Executive Assistant experience, FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Client relationship management
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank service offerings, Ensure timeliness and accuracy in client materials, Assist with policy alignment and risk management, Maintain client relationships and promote banking integration, Cover roles during absences, Manage executive calendars and screen requests, Triage high-volume inboxes and track follow-up actions, Coordinate business logistics including travel and events
Seniority
Individual Contributor, Entry to Mid-level