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 timely and accurate delivery of materials, and promoting banking integration.
Role type
Wealth Management Client Associate
Builds
Client service solutions and banking integration for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Administrative services, Business development, Pipeline management, Prioritization, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client relationship management, Fast-paced environment adaptability, Detail orientation
Responsibilities
Educate clients on bank service and banking offerings, Ensure timeliness and accuracy in client materials, Assist with policy alignment and risk management, Identify and deepen client relationships, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor, Entry to Mid-level