Private Wealth Client Associate
Core
Provides client service support to Financial Advisors, acting as the primary point of contact for client service needs and ensuring operational excellence.
Role type
Private Wealth Client Associate
Builds
Client service solutions and operational support for Financial Advisors
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Business development, Administrative services, Pipeline management, Prioritization, Client solutions advisory
Preferred skills
Investment product knowledge, Salesforce proficiency, Microsoft Office suite proficiency, FINRA Series 7/66/65 certification
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 support operational excellence, Identify and deepen client relationships, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, entry to mid-level