Wealth Management Client Associate
HybridWinston-Salem, North Carolina, United States
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on banking offerings and ensuring timeliness and accuracy in client materials. Address all service needs as the primary point of contact while customizing solutions based on specific client requirements. Assist with operational excellence, policy alignment, and risk management to protect client interests. Identify and maintain client relationships by promoting the incorporation of banking services into daily practices. Cover roles during absences or seasonal increases while leading with a client-first mindset. This role requires a strong work ethic, client-centric focus, and proficiency with Microsoft Office and Salesforce.
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 able to work onsite 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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