Wealth Management Client Associate
HybridThe Woodlands, Texas, 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, protect client interests, and manage risk while aligning practices with bank policies. Identify, deepen, and maintain client relationships through promoting banking incorporation into day-to-day practices and communicating outputs to advisors. Cover roles during absences or seasonal increases, leading with a client-first mindset. Serve as the primary point of contact to address all service needs. This role requires a client-centric mindset, strong communication skills, and proficiency with Salesforce and Microsoft Office tools. Candidates must be detail-oriented, adaptable, and comfortable 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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