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 timeliness and accuracy in client materials, and promoting banking offerings.
Role type
Wealth Management Client Associate
Builds
Client service support and operational alignment for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Client advocacy, Administrative support, Microsoft Office (Word, Excel, PowerPoint), Salesforce, Detail orientation
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Mandarin speaking
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Educate clients on bank service and banking offerings, Ensure timeliness and accuracy in client materials, Assist with alignment to bank policies and procedures, Identify and deepen client relationships, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level