Wealth Management Client Associate
$52,000–$91,520 year
On-site · Northbrook, Illinois, United States
Job Summary
Wealth Management Client Associate provides excellent client service to the bank's clients, educating them on the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials; follows up on client and Financial Advisor requests. Supports ensuring practices align with bank policies to support operational excellence and manage risk. Identifies, deepens, and maintains client relationships by promoting banking and investment offerings and integrating banking into day-to-day practices, while communicating outputs to the Financial Advisor. Supports day-to-day team activities and coverage during absences or seasonal needs, leading with a client-first mindset. Requires strong client-focused skills, adaptability to new information and technology platforms, and proficiency with MS Office and Salesforce. Desired qualifications include FINRA SIE, Series 7 and/or Series 66 (63/65 accepted in lieu of 66), and experience delivering an excellent client experience in a fast-paced environment.
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
- 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
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
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