Senior Wealth Client Management Associate Jobs

2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

Registered Wealth Management Client Associate

Act as a key team member leading our clients’ digital experience with the firm

Product Knowledge: Foundational knowledge of investment and banking products

Consistently pursues client experience excellence

Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role

Completion of a four-year degree from an accredited university or equivalent work experience

3-5 years’ experience in the investment industry is a plus

Excellent math skills and the ability to quickly grasp financial and investment concepts

Help CMCs review client activities and recurring tasks

Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research