Wealth Management Client Associate

Job Overview

Provide client service support to multiple Financial Advisors, ensuring operational excellence and client advocacy. Serve as the primary point of contact for client and advisor service needs.

• Provide excellent client service by educating clients on all bank services and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor requests.
• Assist with ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by 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 and cover roles during absences or seasonal load increases, always adopting 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), 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 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.

Shift: 1st shift (United States of America). Hours per Week: 37.5. Internal employees currently working from home are still eligible to apply; however, selected candidates may be required to work onsite per the workplace excellence policy.

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