Registered Wealth Management Client Associate
HybridBloomfield Hills, Michigan, United States
EXPIREDBloomfield Hills, Michigan, United StatesHybridFull TimeEntry LevelLicense Or CertificationLarge
Full TimeEntry LevelLicense Or CertificationLarge
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on banking offerings and ensuring timeliness, accuracy, and completeness in all client materials. Identify and deepen client relationships while promoting the incorporation of banking into daily practices, and assist in aligning operations with bank policies to manage risk. Serve as the primary point of contact for addressing all service needs, covering roles during absences or seasonal increases with a client-first mindset. Requires FINRA SIE, Series 7, and Series 66 licenses; 1st shift, 37.5 hours weekly.
Required Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
- Must be able to work onsite in accordance with the workplace excellence policy
Desired Qualifications
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Demonstrates professional verbal and written communication skills
- Demonstrates strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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