Wealth Management Client Associate
HybridOklahoma City, Oklahoma, 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. Maintain client relationships by promoting the incorporation of banking into day-to-day practices while communicating outputs to advisors. 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 computer skills including Salesforce, and the ability to operate in a fast-paced environment. Internal employees currently working from home are eligible to apply, though onsite work 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
- 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
- High School Diploma / GED / Secondary School or equivalent
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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