PWM Private Wealth Management Associate
$46,800–$62,400 year
On-siteScottsdale, Arizona, United States
Job Summary
Handle day-to-day client calls and transactions as the primary contact for Wealth Management Trust, Banking, or Investment customers. Resolve problems within delegated authority, escalating items beyond specified limits to assigned advisors or specialists. Proactively identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage relationship expansion. Develop working knowledge of assigned areas and accounts through frequent client contact and execution of standard departmental procedures. Requires five or more years of administrative support experience in a banking environment and an associate degree or equivalent. Salary range $22.50 - $30.00.
Required Qualifications
- Associate degree, or equivalent work experience
- Five or more years of administrative support experience in a banking environment
Desired Qualifications
- Superior knowledge of departmental operations/policies and bank products/services
- Excellent interpersonal, verbal and written communication skills
- Exceptional customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Ability to resolve complex problems with minimal guidance
- Excellent computer skills, especially Microsoft Office applications
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