Registered Wealth Management Client Associate
Core
Provides client service support to Financial Advisors by managing client relationships, ensuring operational excellence, and delivering customized wealth management solutions.
Role type
Wealth Management Client Associate (IC)
Builds
Client service experiences and operational support for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Investment research, Portfolio analysis, Financial data gathering, Regulatory compliance, Client reporting, Microsoft Excel, Salesforce
Preferred skills
Client experience, Fast-paced environment adaptability, Continuous learning, Sound judgment, Verbal and written communication
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 alignment to bank policies and procedures; Identify and maintain client relationships; Cover roles during absences; Conduct investment research and analyze portfolio performance; Gather financial data and market trends to develop strategies; Assist with client reporting and portfolio monitoring.
Seniority
Individual Contributor, entry to mid-level