Wealth Management Client Associate - Hyannis

Only for registered members Hyannis, United States

1 week ago

Default job background
Full time $25 - $44 (USD)

Job summary

Wealth Management Client Associate provides client service support to Financial Advisors. Key responsibilities include educating clients on banking offerings, ensuring timeliness and accuracy in client materials,

Responsibilities

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

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