Wealth Management Client Associate

Wealth Management Client Associate provides client service support to Financial Advisors, ensuring timeliness, accuracy, and completeness in client materials, and follows up on all client and Financial Advisor requests. Responsibilities include identifying, deepening, and maintaining client relationships, and supporting day-to-day team activities.

Requirements

• Provide excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Assist with ensuring practices are in alignment 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

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• 401(k)
• Paid Time Off