Wealth Management Client Associate
$52,000–$91,520 year
On-siteBethesda, Maryland, United States
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on banking offerings and ensuring timeliness and accuracy in client materials. Identify, deepen, and maintain client relationships while promoting the incorporation of banking into day-to-day practices. Assist with ensuring practices align with bank policies to support operational excellence and manage risk. Cover roles during absences or seasonal increases while leading with a client-first mindset. This role requires a client-centric mindset, strong communication skills, and proficiency with Salesforce and Microsoft Office. Candidates should be detail-oriented, adaptable, and comfortable in a fast-paced environment. Eligible for discretionary incentives and comprehensive benefits.
Required Qualifications
- 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
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- 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
- High School Diploma / GED / Secondary School or equivalent
Desired Qualifications
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
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