Wealth Management Client Associate
HybridOklahoma City, Oklahoma, United States
Oklahoma City, Oklahoma, United StatesHybridFull TimeEntry LevelLarge
Full TimeEntry LevelLarge
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. Identify and deepen client relationships through the incorporation of banking services while communicating outputs to advisors. Assist with operational excellence, risk management, and policy alignment, and cover team roles during absences or seasonal increases. Maintain a client-first mindset while prioritizing administrative tasks and issue management in a fast-paced environment.
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
Desired Qualifications
- 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
- Has strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
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