Wealth Management Client Associate
Core
Provides client service support to Financial Advisors by managing client relationships, ensuring timely and accurate client materials, and promoting banking integration.
Role type
Wealth Management Client Associate
Builds
Client relationships and operational support for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Management, Account Management, Administrative Services, Issue Management, Business Development, Pipeline Management, Prioritization, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, investment product knowledge, client-facing experience
Responsibilities
Educate clients on bank service offerings, ensure timeliness and accuracy in client materials, assist with policy alignment and risk management, deepen client relationships, cover team roles during absences
Seniority
Individual Contributor, entry-level to mid-level