Provide client service support to multiple Financial Advisors (FAs)
Educate bank clients on all bank service and banking offerings
Ensure timeliness, accuracy, and completeness in client materials
Follow up on all client and FA requests
Assist in aligning practices with bank's policies and procedures
Identify, deepen, and maintain client relationships
Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with strong work ethic
Client-centric mindset
Ability to learn and adapt to new information and technology platforms
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Industry knowledge and understanding of investment products
Experience working with clients, quickly fulfilling needs, delivering complex solutions, and providing excellent client experience
Comfortable operating in a fast-paced environment
Detail oriented
Commitment to continuous learning and professional growth
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Professional verbal and written communication skills

Wealth Management Client Associate

Key skills