Wealth Management Client Associate
$52,000–$91,520 year
On-siteFrederick, Maryland, United States
Job Summary
Provide client service support to multiple Financial Advisors, acting as the primary point of contact to address all service needs and deliver complex solutions. Educate clients on bank offerings and banking services while ensuring timeliness, accuracy, and completeness in client materials. Maintain client relationships by promoting the incorporation of banking into day-to-day practices and communicating outputs to advisors. Support operational excellence by ensuring practices align with bank policies to protect clients and manage risk, while covering roles during absences or seasonal increases. This role requires a client-centric mindset, strong computer skills including Salesforce, and the ability to adapt to fast-paced environments. Internal employees working from home may apply, though onsite attendance may be required per workplace policy.
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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