Wealth Management Client Associate
On-siteJacksonville, Florida, United States or Ponte Vedra Beach, Florida, United States
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on banking offerings, ensuring timeliness and accuracy in client materials, and following up on all requests. Assist with operational excellence by aligning practices with bank policies to protect clients and manage risk while identifying opportunities to deepen client relationships. Cover team roles during absences or seasonal increases, maintaining a client-first mindset throughout day-to-day activities. This role requires a high school diploma and is open to internal employees, with selected candidates potentially required to work onsite.
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
- Demonstrates strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Must be able to work onsite in accordance with the workplace excellence policy
Desired Qualifications
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions
- Advisory Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
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