Wealth Management Client Associate

Responsibilities Provide client service support to one or more Financial Advisors (FAs). Deliver exceptional client service by educating clients on available banking and investment offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests. Assist in aligning practices with the bank’s policies, procedures, and operational excellence objectives. Identify, deepen, and maintain client relationships, promoting banking integration into day‑to‑day practices and communicating outputs to the FA. Support day‑to‑day team activities, covering roles during absences or seasonal workload increases, while maintaining a client‑first mindset. Required Qualifications Enthusiastic, self‑starter with strong work ethic and results focus. Client‑centric mindset, always acting in best interest of client. Ability to learn and adapt to new information and platforms. Desired Qualifications Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (or 65 and 63 in lieu of 66). Knowledge of investment products and experience delivering complex solutions to clients. Comfortable operating in fast‑paced environment with evolving responsibilities. Detail oriented, with sound judgment and discretion for sensitive information. Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce. Strong 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 Required High School Diploma / GED / Secondary School or equivalent. Shift & Hours 1st Shift (United States of America). Hours per week: 37.5. Pay Hourly pay range: $25.00 - $44.00. Incentive: discretionary annual award based on performance. Benefits Eligible for employee benefits, including industry‑leading benefits, paid time off, and support resources. #J-18808-Ljbffr