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 integration.
Role type
Wealth Management Client Associate (Client Service Support)
Builds
Client service experiences and banking integration for Financial Advisors and their clients
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
Client service, Client relationship management, Operational compliance, Client materials management, Banking product promotion, Team support coverage
Preferred skills
Investment product knowledge, Salesforce proficiency, Microsoft Office suite, Discretion with sensitive information
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 and risk management, Identify and deepen client relationships, Support day-to-day team activities and coverage needs
Seniority
Individual Contributor, Entry to Mid-level