Private Wealth Management Client Service Associate
No visa sponsorship
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account inquiries, money movements, and scheduling.
Role type
Client Service Associate (Private Wealth Management)
Builds
Client relationships and advisor productivity
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client service, money movement transactions, account documentation, digital tools enrollment, calendar management, expense reporting, Microsoft Office
Preferred skills
Industry experience, Series 7/66/63/65 licenses