Private Wealth 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
Private Wealth Client Associate
Builds
Client service solutions and banking integration for high-net-worth individuals and families
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
FINRA Series 7, Series 66 (or 63/65), SIE, investment product knowledge, client relationship management, operational compliance, Salesforce proficiency
Preferred skills
Bachelors Degree, client experience, fast-paced environment adaptability, Microsoft Office suite proficiency, sound judgment
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank service offerings, ensure timeliness and accuracy in client materials, align practices with bank policies, identify and deepen client relationships, support team activities and coverage needs
Seniority
Individual Contributor, entry to mid-level