Wealth Management Client Associate
$52,000–$91,520 year
HybridGarden City, Kansas, United States
Garden City, Kansas, United StatesHybridFull Time$52,000–$91,520 yearEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Provide excellent client service by educating clients on bank offerings and ensuring timeliness and accuracy in all client materials. Support multiple Financial Advisors by addressing service needs, customizing solutions based on specific client requirements, and maintaining alignment with bank policies to protect clients and manage risk. Identify and deepen client relationships while promoting the incorporation of banking services into day-to-day practices. Cover roles during absences or seasonal increases, leading with a client-first mindset to uphold operational excellence goals.
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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