Private Wealth Client Associate

Job Description:

This role provides client service support to multiple Financial Advisors, ensuring service excellence and operating within the firm’s policies and procedures.

• Provides excellent client service to the bank's clients through 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 requests
• Assists with ensuring practices align 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 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 in times of absence or seasonal needs, 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
• 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 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 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
• 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

• Internal employees currently working from home are still eligible to apply. If selected, the role may require onsite work in accordance with the workplace excellence policy.

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

We’re devoted to being a diverse and inclusive workplace for everyone.