Wealth Management Client Associate
$52,000–$91,520 year
HybridGarden City, Kansas, United States
Job Summary
Provide excellent client service by educating clients on banking offerings and ensuring timeliness, accuracy, and completeness in all client materials. Support enterprise strategic objectives and operational excellence goals while identifying, deepening, and maintaining client relationships through customized solutions. Act as the primary point of contact to address all service needs, assist with policy alignment to manage risk, and cover team roles during absences or seasonal increases. Maintain a client-first mindset while communicating outputs to Financial Advisors and prioritizing complex solutions in a fast-paced environment. This role supports the bank's comprehensive wealth management services for individuals, companies, and institutions, offering hourly pay ranging from $25.00 to $44.00.
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
- 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
- Demonstrates professional verbal and written communication skills
- Demonstrates strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Must be available for onsite work in accordance with the workplace excellence policy
Desired Qualifications
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions
- Advisory Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
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