Wealth Management 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 delivery of materials, and promoting the integration of banking services into client practices.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client relationships and integrated banking solutions for individuals, companies, and institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Account management, Operational compliance, Relationship building, Administrative support, Microsoft Office (Word, Excel, PowerPoint), Salesforce, Detail orientation
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client experience, Fast-paced environment adaptability, Continuous learning commitment
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint