Wealth Management Client Associate
$52,000–$91,520 year
On-siteWashington, United States
Washington, United StatesOn-siteFull Time$52,000–$91,520 yearEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Provide client service support to multiple Financial Advisors by serving as the primary point of contact for all service needs. Deliver excellent client service through education on banking offerings, ensuring timeliness and accuracy in client materials, and following up on requests. Assist with operational excellence by aligning practices with bank policies, managing risk, and identifying opportunities to incorporate banking into client relationships. Support day-to-day team activities, including covering roles during absences or seasonal increases, while maintaining a client-first mindset.
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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