Wealth Management Client Associate- Detroit Market

Provide client service support to potentially multiple Financial Advisors, serving as the most frequent point of contact to address client needs. Educate clients on bank offerings, ensure timeliness and accuracy in client materials, and follow up on requests. Align activities with bank policies to support operational excellence and risk management. Identify, deepen, and maintain client relationships by highlighting banking solutions, while communicating outputs to the Financial Advisor. Support day-to-day team activities, cover roles during absences or seasonal needs, and maintain a client-first mindset. Strong emphasis on client experience, compliance, and collaboration using tools like Salesforce and Microsoft Office.