Wealth Management Associate
Core
Senior service team member supporting Financial Advisors and Private Wealth Advisors by delivering exceptional client experiences, managing client service functions, and assisting with business development and operational tasks.
Role type
Senior Wealth Management Associate (Client Service & Operations)
Builds
Client relationships, client service models, and business plans for Financial Advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client relationship management, project coordination, digital marketing support, financial planning assistance, administrative execution
Preferred skills
Leadership, adaptability, multitasking, goal orientation
Responsibilities
Cultivate relationships with business partners and colleagues; support FAs/PWAs in enhancing client relationships; prepare for meetings and track follow-ups; execute money movement transactions and enter orders; assist in organizing and executing business plans and marketing strategies; prepare and review client reports and financial plans.
Seniority
Senior, hands-on IC