Wealth Management Client Associate
Core
Provides client service support to Financial Advisors, acting as the primary point of contact for client service needs and ensuring operational excellence.
Role type
Wealth Management Client Associate
Builds
Client service solutions and operational support for Financial Advisors
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Account management, Issue management, Administrative services, Business development, Pipeline management, Prioritization, Client solutions advisory, Microsoft Office proficiency, Salesforce proficiency
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66, Investment product knowledge, Client relationship management
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 to support operational excellence and risk management, Identify and deepen client relationships, Support day-to-day team activities and cover roles during absences
Seniority
Individual Contributor