Wealth Management Assistant

Job Description

New Edge Associates is seeking a Wealth Management Assistant for a bank client. This role supports the wealth management team with day-to-day banking needs, including opening accounts, handling wire requests, and responding to client inquiries.

What you’ll do

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• Open and maintain client accounts, verify customer information, and ensure account documentation is complete and routed to the right teams.
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• Prepare outgoing wire instructions and complete verification callbacks in line with bank procedures.
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• Help clients with account updates, card requests, and other banking needs by phone, email, and in person.
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• Recommend bank products and services based on client needs.
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• Support wealth management officers and leadership with client follow-up, scheduling, correspondence, and confidential records.
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What you’ll need

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• High school diploma or equivalent. An associate degree is preferred.
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• At least one year of customer service experience. Private banking experience is preferred.
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• Knowledge of banking compliance practices, including KYC, customer identification, BSA/AML, and client privacy.
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• Proficiency in Outlook, Excel, Word, and banking software.
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• Strong communication, organization, and follow-through.
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• Multilingual skills required. The role serves clients in English, Spanish, and Portuguese.
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• Flexibility to work at different branch locations and on Saturdays according to branch schedules.
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