Wealth Management Client Associate / Financial Advisor Support

Wealth Management Client Associate / Financial Advisor Support

$30.00 - $42.00 / hr. + Team Performance Bonus + Full Benefits

MUST HAVE 7 / 66 (63 / 65) This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key 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 to address all service needs of their clients.

Responsibilities :

• Provides excellent Client Service to the bank's clients through educating them on all the bank's services and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are aligned 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 through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications :

Desired Qualifications :

Skills :