Wealth Management Client Associate

Job Overview

This role provides client service support to multiple Financial Advisors (FAs), serving as the primary point of contact to address all service needs of clients.

• Provides excellent client service to the bank's clients by educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting the incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases, while leading with a client-first mindset.

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Demonstrates a client‑centric mindset, always acting in the best interest of the client.
• Has the 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 (Series 63 and 65 accepted in lieu of 66).
• Possesses industry knowledge and an understanding of investment products.
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Is comfortable operating in a fast‑paced environment with changing and evolving responsibilities.
• Detail oriented.
• Demonstrates a 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
• Location:
  
  US - NY - Garden City - 1325 Franklin Ave
• Onsite work may be required after selection in accordance with the workplace excellence policy.

Hourly pay range: $25.00 - $44.00, determined based on experience, education, and skill set. Includes discretionary incentive eligibility and participation in the annual discretionary plan. Employees are eligible for benefits.

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