Wealth Management Client Associate
Core
Provides client service support to Financial Advisors and bank clients, ensuring timely and accurate handling of client materials and requests while promoting banking offerings.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Operational support for the Private Capital & Venture Solutions Group, including stock distributions, restricted stock sales, and 10b5-1 plan implementation.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, operational support, policy compliance, relationship maintenance, fast-paced environment adaptability, detail orientation, computer application proficiency
Preferred skills
FINRA SIE/Series 7/66 certification, investment product knowledge, client experience, continuous learning commitment, sound judgment
Technologies
Microsoft Word, Excel, PowerPoint, Salesforce
Responsibilities
Educate clients on bank service offerings, ensure timeliness and accuracy in client materials, assist with policy alignment for operational excellence, identify and deepen client relationships, support day-to-day team activities
Seniority
Individual Contributor, entry to mid-level