Private Wealth Client Associate
On-site · Wayne, New Jersey, United States
Job Summary
Private Wealth Client Associate provides client service support to multiple Financial Advisors, acting as the most frequent point of contact for clients. Responsibilities include educating clients on the bank's service and banking offerings, ensuring timeliness and accuracy of materials, aligning practices with policies to support risk management, identifying and deepening client relationships by promoting the bank’s offerings, and supporting day-to-day team activities (including coverage during absences) with a client-first mindset. Required qualifications emphasize being a self-starter with a client-centric approach and the ability to learn new information and technology; preferred qualifications include FINRA SIE/Series 7/66, industry knowledge of investment products, client-facing experience, comfort in a fast-paced environment, attention to detail, and proficiency with Microsoft Office and Salesforce.
Required Qualifications
- Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Client-centric mindset, always acting in the best interest of the client
- Ability to learn and adapt to new information and technology platforms
- Strong communication skills (verbal and written) and professional demeanor
- Experience or familiarity with client service in financial services is a plus
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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