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 delivery of materials, and promoting the integration of banking services into client relationships.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service experiences and integrated banking solutions for individuals, companies, and institutions
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Cross-selling banking products, Team collaboration, Administrative support, Fast-paced environment adaptability, Detail orientation, Professional communication, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Client experience, Continuous learning mindset, Sound judgment
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint