Wealth Management Client Associate

Job summary
Sales support position in wealth managementProvide operational and sales support to Financial AdvisorsServe as frequent point of contact for affluent clients
Job seniority: associate level
Responsibilities
• Lead onboarding and maintenance activities for clients• Provide products and services to clients• Manage client servicing requests and account maintenance• Lead clients' digital experience with the firm• Ensure client privacy and security• Find opportunities to innovate• Communicate frequently and discreetly with sensitive information
Requirements
• 2+ years post high school education or 4+ years of relevant experience• Undergraduate degree is a plus• Foundational knowledge of investment and banking products• Self-motivated, coachable, and flexible• Ability to thrive in a fast-paced environment• Detail-oriented and committed to personal development• Excellent communication skills• Experience with Microsoft Word, Excel, PowerPoint and Salesforce is a plus