Wealth Management Associate: Client & Onboarding
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-06-26
Listing for:
Valley Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Valley Bank is searching for an Associate in Wealth Management in West Palm Beach, Florida. In this role, you will support and cultivate wealth management relationships with high-net-worth clients. You will manage the client onboarding process, ensuring a positive and timely client experience while performing analysis for client investment accounts.
The ideal candidate will have a Bachelor's degree and at least one year of experience in wealth management or client service. Strong communication and problem resolution skills are essential for success in this position.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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