Wealth Management Client Associate
Core
Provide client service support to Financial Advisors and their clients, acting as the primary point of contact for service needs and ensuring operational excellence.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service solutions and banking integration for individuals, companies, and institutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Administrative services, Business development, Pipeline management, Prioritization, Client solutions advisory, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client relationship experience, Fast-paced environment adaptability, Detail orientation, Continuous learning commitment, Sound judgment
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint