Client Associate

Your Bridge Wealth Management is a multi office practice with a fully integrated team of 17 financial professionals and nearly 400 combined years of experience in financial services. The firm has refined a disciplined investment process and a structured approach to serving individuals and families. The team is committed to delivering comprehensive, goals-based financial plans tailored to each client’s unique circumstances Key Responsibilities Deliver exceptional client service through phone, email, virtual, and in-person interactions. Serve as a primary contact for clients and Financial Advisors, providing account information, transaction support, and service solutions. Utilize CRM systems and firm technology to manage client records, track activities, and support workflow efficiency. Coordinate and prepare for client meetings, including reports, presentations, and meeting materials. Open new accounts, process maintenance requests, resolve account issues, prepare documentation, and enter transactions according to firm policies. Track service requests, monitor account activity, and maintain accurate client data. Support Financial Advisors and Branch Management with operations, referrals, marketing initiatives, and compliance requirements. Maintain client files and records in accordance with compliance and security standards. Review documentation for accuracy and facilitate timely processing of client requests. Identify opportunities to enhance client experience and operational efficiency through technology and process improvements. Qualifications 1+ year of experience in client service, financial services, banking, brokerage, administrative support, or a related professional environment; or equivalent education, training, or military experience. Proficiency in learning and using business technology, software applications, and digital tools. Strong communication, relationship-building, and client service skills. Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment. Preferred Qualifications FINRA Series 7 and Series 66 (or equivalent) licenses. Experience in wealth management, financial services, banking, brokerage, or professional services. Experience supporting clients and resolving service-related requests. Proficiency with Microsoft Office and CRM, account management, or workflow systems. Strong technical aptitude and ability to learn new platforms and processes. Experience maintaining accurate records and electronic document management systems. Client-focused mindset with strong problem-solving and time management skills. Interest in process improvement and leveraging technology to enhance efficiency. For Non-Registered Candidates Strong candidates without current registrations are encouraged to apply. Sponsorship for required registrations may be available for qualified hires. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Your Bridge Wealth Management is a separate entity from WFAFN. #J-18808-Ljbffr