Registered Private Wealth 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 integration.
Role type
Client service associate (wealth management)
Builds
Client service support and operational alignment for Financial Advisors
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
FINRA SIE, Series 7, Series 66 licenses, investment product knowledge, client relationship management, operational compliance, Microsoft Office, Salesforce
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning, sound judgment, verbal/written communication
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank service offerings, ensure timeliness and accuracy in client materials, assist with policy alignment and risk management, identify and deepen client relationships, support team activities and coverage needs
Seniority
Individual Contributor, entry to mid-level