Wealth Management Client Associate
$52,000–$91,520 year
HybridGreenwich, Connecticut, United States
Job Summary
Provide excellent client service to the bank's clients by educating them on all service and banking offerings. Ensure timeliness, accuracy, and completeness in client materials while following up on all client and Financial Advisor requests. Assist with ensuring practices align with bank policies to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting banking incorporation into day-to-day practices. Support day-to-day team activities, covering roles during absences or seasonal increases with 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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