Private Wealth Client Associate
Core
Provide 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
Client Service Associate (Wealth Management)
Builds
Client service experiences and banking integration for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Administrative services, Microsoft Office (Word, Excel, PowerPoint), Salesforce, Detail orientation
Preferred skills
Spanish language proficiency, FINRA SIE/Series 7/66 certification, Investment product knowledge, Client relationship management
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 and risk management, Identify and deepen client relationships, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level