Registered Private Wealth Client Associate
Core
Provides 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 the incorporation of banking into client practices.
Role type
Client service associate supporting Financial Advisors
Builds
Client relationships and integrated banking solutions for individuals, companies, and institutions
Domain
Wealth management and investment services
Deliverable
client delivery
Required skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66 licenses, investment product knowledge, client relationship management, operational compliance, Microsoft Office and Salesforce proficiency
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning commitment, sound judgment
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank service and banking offerings, ensure timeliness and accuracy in client materials, assist with policy alignment to manage risk, identify and deepen client relationships, support day-to-day team activities
Seniority
Individual Contributor, entry to mid-level