Registered Wealth Management Client Associate
On-site
Core
Provides client service support to Financial Advisors, acting as the primary point of contact for client service needs and ensuring operational excellence.
Role type
Registered Wealth Management Client Associate
Builds
Client service solutions and banking integration for individual, corporate, and institutional clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
FINRA SIE, Series 7, Series 66 licenses, investment product knowledge, client relationship management, policy compliance, Microsoft Office, Salesforce
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning, sound judgment, professional communication
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint