Wealth Management Client Associate
On-site · Exton, Pennsylvania, United States
Job Summary
Wealth Management Client Associate provides essential client service support to Financial Advisors, educates clients on the bank's services, ensures timeliness and accuracy in client materials, supports policy compliance and risk management, and helps deepen client relationships by promoting banking solutions within a fast-paced team environment. The role emphasizes a client-first mindset, cross-functional collaboration, and the ability to cover team needs during absences or seasonal increases, while leveraging technology platforms to support advisory activities.
Required Qualifications
- Minimum Education: High School Diploma / GED
- Demonstrates client-centric mindset and strong work ethic
- Experience with client service in banking or financial services
- Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Strong communication skills (verbal and written)
- Ability to learn and adapt to new information and technology platforms
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