Registered Wealth Management Client Associate

Registered Wealth Management Client AssociateFull Time hours are 37.5 hours per week in Providence, RIKey responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Brokerage to address all service needs of their clients.Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Client Securities Industry Essentials (SIE), Series 7, 63/65 or 66Displays advanced industry knowledge and understanding of investment productsDesired Qualifications:Energetic individual that is self-motivated, coachable and flexible in thoughtEnjoys a fast-paced environment with changing and evolving responsibilitiesDetail orientedInvested in personal developmentConsistently pursues client experience excellenceWorks quickly to fulfill client needs, delivering complex solutionsFrequent communication and an abundance of discretion with sensitive informationMicrosoft Word, Excel and PowerPoint experience with Salesforce a plusProfessional verbal and written communicationSkills:Account ManagementClient ManagementCustomer and Client FocusIssue ManagementOral CommunicationsBusiness DevelopmentClient Solutions AdvisoryPipeline ManagementPrioritizationAdministrative ServicesEmotional IntelligenceReferral IdentificationWritten CommunicationsScreening Questions – Explain in detail for below questions.Full Name: Degree Major with University and Completion year? Total experience as Registered Wealth Management Client Associate? Does this candidate hold active Series 7 & 66 (or BOTH the 63 & 65 in lieu of 66)? Has the candidate had previous experience as a Client Associate supporting Financial Advisors? Contact Number: E mail Id: LinkedIn Id: Full Address (Street, City, States, Zip Code Required) Notice period: (in weeks): Current work authorization status: Expected Hourly Rates? Are you ready to relocate on your own expenses and work at Providence, RI / Commute?