Wealth Management Client Associate - Bilingual Spanish Preferred
Core
Providing client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring operational excellence, and promoting banking integration.
Role type
Wealth Management Client Associate
Builds
Client service solutions and banking integration for Financial Advisors
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Account management, Operational compliance, Relationship building, Administrative support, Salesforce proficiency, Microsoft Office suite
Preferred skills
Bilingual English/Spanish, FINRA SIE/Series 7/66 certification, Investment product knowledge, Client experience
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank offerings, Ensure timeliness and accuracy in client materials, Assist with policy alignment and risk management, Identify and deepen client relationships, Support team activities and cover roles during absences
Seniority
Individual Contributor, entry to mid-level