Wealth Management Client Associate - Hyannis
1 week ago

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
Job description
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