Wealth Management Client Associate
Core
Provides client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate client materials, and promoting banking integration.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client relationships and operational support for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Banking product knowledge, Microsoft Office (Word, Excel, PowerPoint), Salesforce, Detail orientation
Preferred skills
FINRA SIE/Series 7/66 certification, Investment product knowledge, Client experience, Fast-paced environment adaptability
Technologies
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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 coverage needs
Seniority
Entry-level to Individual Contributor