PWM Client Service Associate

Provide client service and administrative support to Financial Advisor(s)/Private Wealth Advisor(s) teams, including monitoring client relationships, executing money movement transactions, answering general non-investment questions about client accounts, and relaying account balances. Enter profile information or pre-fill documentation, educate or enroll clients in digital tools (MSOnline, eSign, eAuthorization), support marketing efforts, and assist in delivering against business plans. Manage calendars, travel itineraries, expense reports, and general in-office duties; collaborate with FAs/PWAs/teams in a fast-paced environment, requiring strong writing, interpersonal, organizational, and multitasking abilities. Education/experience: High School Diploma/Equivalency; college degree preferred; willingness to obtain securities licenses as applicable; proficiency with Microsoft Office suite; detail-oriented with strong time management and client-service skills.