Wealth Management Associate
Core
Senior service team member supporting Financial Advisors in 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 service model, client relationships, and operational support for Financial Advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance), MS Office proficiency (Excel), client relationship management, administrative execution, financial planning support, digital marketing support, research assistance
Preferred skills
Strong leadership, detail-oriented, time management, adaptability, multi-tasking
Responsibilities
Cultivate relationships with business partners and colleagues, support FA/PWA teams in enhancing client relationships, prepare for client meetings and track follow-ups, execute money movement transactions and enter orders, assist with digital and in-person marketing strategies, prepare and review client reports or financial plans, assist with research using firm-approved systems