Wealth Management Client Associate

Job Description: This role provides client service support to multiple Financial Advisors, ensuring service excellence and operating within the firm’s policies and procedures. Responsibilities Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests Assists with ensuring practices align 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 incorporation of banking into day-to-day practices, while communicating outcomes to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal needs, while leading with a client‑first mindset Required Qualifications 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 Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (63 and65 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 a 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 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Work Arrangement Internal employees currently working from home are still eligible to apply. If selected, the role may require onsite work in accordance with the workplace excellence policy. Shift & Hours Shift: 1st shift (United States of America) Hours Per Week: 37.5 We’re devoted to being a diverse and inclusive workplace for everyone. #J-18808-Ljbffr