Private Wealth 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 the integration of banking services into client practices.
Role type
Client Associate (Wealth Management)
Builds
Client service solutions and banking integration for individual, corporate, and institutional clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Business development, Administrative services, Salesforce proficiency, Microsoft Office suite
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client relationship management, Fast-paced environment adaptability
Technologies
Salesforce, Microsoft Word, Excel, PowerPoint
Responsibilities
Educate clients on bank service 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