Wealth Management Client Associate

Job Description

This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). The primary focus is to support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business while customizing solutions based on their specific needs.

• Provides excellent client service, educating clients on the bank’s services and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Assists in ensuring practices align with the bank’s policies and procedures to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships, emphasizing the bank’s offerings and promoting the incorporation of banking into day‑to‑day practices, while communicating outcomes to the FA.
• Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal demand increases, with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and an intense focus on results.
• Client‑centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series
  66 (63 and
  65 accepted in lieu of66).
• Possesses industry knowledge and an understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with changing and evolving responsibilities.
• Detail oriented.
• Demonstrates commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrates professional verbal and written communication skills.

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions
• Advisory Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America);
Hours Per Week: 37.5.

This role is eligible for the annual discretionary plan and benefits package.