Wealth Management Client Associate - Resident Director's Assistant

Job Overview

This role provides client service support to multiple Financial Advisors, supporting enterprise objectives, operational excellence, and client advocacy within their business. The associate serves as the primary point of contact within the firm for all service needs of the advisors’ clients.

• Provide excellent client service to the bank's clients, educating them on all bank services and offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor (FA) requests.
• Assist in aligning practice with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships, emphasizing bank offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Support day‑to‑day team activities, including covering roles in times of absence or seasonal need, 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.
• Exhibits sound judgment and discretion when handling sensitive information.

• 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.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.
• Undergraduate degree preferred.
• Series 7 & 63/65 or 66 registrations preferred; if hired without licenses, depending on the needs of the business, you may be required to obtain registrations.

• 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.

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.