Registered 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 timeliness and accuracy in client materials, and promoting banking integration.
Role type
Client Associate (Wealth Management Support)
Builds
Client service workflows and banking integration solutions for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Investment product knowledge, Policy compliance, Relationship management, Administrative support, Microsoft Office, Salesforce
Preferred skills
Client experience, Fast-paced environment adaptability, Detail orientation, Continuous learning, Sound judgment, Computer proficiency
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank service offerings, Ensure timeliness and accuracy in client materials, Assist with policy alignment and risk management, Identify and deepen client relationships, Support team activities and coverage needs
Seniority
Individual Contributor, Entry to Mid-level