Wealth Management Client Associate
Hybrid · United States
Core
Provides client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate client materials, and promoting banking integration.
Role type
Wealth Management Client Associate (Client Service Support)
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, Microsoft Excel, Salesforce, Oral Communications, Written Communications
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, High School Diploma or equivalent