Wealth Management Client Associate
Hybrid · United States
Core
Providing client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring material accuracy, and promoting banking offerings.
Role type
Wealth Management Client Associate (Support IC)
Builds
Client service solutions and banking integration for individual and institutional clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client Management, Account Management, Administrative Services, Issue Management, Business Development, Pipeline Management, Prioritization, Client Solutions Advisory, Microsoft Office Suite, Salesforce
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Community college education