Wealth Management Client Associate
On-site · Aventura, Florida, United States
Job Summary
Wealth Management Client Associate provides client service support to multiple Financial Advisors, acting as the primary point of contact to address client needs, educate clients on bank services, ensure timely and accurate client materials, and support implementation of banking and wealth-management solutions while maintaining adherence to bank policies and risk management practices. The role emphasizes client relationships, collaboration with FAs, and facilitating a seamless client experience in a fast-paced, in-office environment.
Required Qualifications
- High School Diploma or GED or equivalent
- Enthusiastic self-starter with strong work ethic
- Client-centric mindset
- Ability to learn and adapt to new information and technology platforms
- Experience working with clients and delivering solutions
- Detail oriented
- Strong communication skills (verbal and written)
- Proficiency with Microsoft Word, Excel, PowerPoint, Salesforce
- Able to operate in fast-paced environment with evolving responsibilities
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