Wealth Management Client Associate

Wealth Management Client Associate provides client service support to Financial Advisors, serving as the primary point of contact for clients and addressing service needs. Responsibilities include educating clients on banking and wealth-management offerings, ensuring timeliness and accuracy of client materials, aligning practices with bank policies to support operational excellence and risk management, and identifying opportunities to deepen client relationships by integrating banking with investment solutions. The role supports day-to-day team activities, covers roles during absences or seasonal needs, and requires strong client-focused communication, adaptability to new technology platforms, and proficient use of tools such as Microsoft Word, Excel, PowerPoint, and Salesforce.