Wealth Management Client Associate

Responsibilities

• Provides excellent client service to the bank's clients by educating them on all banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and financial advisor requests.
• Assists with ensuring practices are aligned 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 integration of banking into day‑to‑day practices, and communicating outcomes to the adviser.
• Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal demand increases, while leading with a client‑first mindset.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and 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), Series 7, and/or Series 66 (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.
• Comfortable operating in a fast‑paced environment with changing and evolving responsibilities.
• Detail‑oriented.
• Commitment to continuous learning and professional growth.
• 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

• Location:
  
  Fairfield, CT (US)
• Shift: 1st shift (United States of America)
• Hours per week: 37.5
• Internal employees who are currently working from home are still eligible to apply; however, if selected, you may be required to work onsite in accordance with the workplace excellence policy.

Pay range: $25.00 – $44.00 hourly, based on experience, education, and skill set.

Discretionary incentive:
Eligible to participate in the annual discretionary plan based on individual performance.

Benefits:
Eligible for industry‑leading benefits, including paid time off and resources to support employee growth and community impact.