Wealth Management Client Associate

Responsibilities

• Provide client service support to one or more Financial Advisors (FAs).
• Deliver exceptional client service by educating clients on available banking and investment offerings.
• Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests.
• Assist in aligning practices with the bank’s policies, procedures, and operational excellence objectives.
• Identify, deepen, and maintain client relationships, promoting banking integration into day‑to‑day practices and communicating outputs to the FA.
• Support day‑to‑day team activities, covering roles during absences or seasonal workload increases, while maintaining a client‑first mindset.

• Enthusiastic, self‑starter with strong work ethic and results focus.
• Client‑centric mindset, always acting in best interest of client.
• Ability to learn and adapt to new information and platforms.

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (or 65 and 63 in lieu of 66).
• Knowledge of investment products and experience delivering complex solutions to clients.
• Comfortable operating in fast‑paced environment with evolving responsibilities.
• Detail oriented, with sound judgment and discretion for sensitive information.
• Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce.
• Strong 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.

1st Shift (United States of America). Hours per week: 37.5.

Hourly pay range: $25.00 - $44.00. Incentive: discretionary annual award based on performance.

Eligible for employee benefits, including industry‑leading benefits, paid time off, and support resources.