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 timely and accurate client materials, and promoting banking offerings.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service solutions and banking integration for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Microsoft Office (Word, Excel, PowerPoint), Salesforce, Issue management, Business development
Preferred skills
FINRA SIE/Series 7/Series 66 certification, Investment product knowledge, Fast-paced environment adaptability
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