Registered 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 solutions and banking integration for Financial Advisors
Domain
Financial Services / Wealth Management
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 proficiency, Salesforce proficiency
Preferred skills
client experience, fast-paced environment adaptability, detail orientation, continuous learning commitment, sound judgment, strong verbal and written communication
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint