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 incorporation of banking into client day-to-day practices.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client relationships and banking integration for individuals, companies, and institutions
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Banking product promotion, Administrative support, Fast-paced environment adaptability, Detail orientation, Sound judgment, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Business development, Pipeline management, Referral identification
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 team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level