Registered Private Wealth Client Associate
On-site
Core
Provides client service support to Financial Advisors by managing client relationships, ensuring timely and accurate client materials, and promoting banking offerings.
Role type
Client Associate (Private Wealth Management)
Builds
Client relationships and banking integration for high-net-worth individuals and families
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Client Management, Account Management, Issue Management, Business Development, Pipeline Management, Administrative Services, Written Communications, Oral Communications, Microsoft Office Suite, Salesforce
Preferred skills
FINRA Series 7 and 66 licenses, Investment product knowledge, Client-facing experience, Fast-paced environment adaptability, Detail orientation