Associate, Wealth Management

Responsibilities

• Lead and manage the client onboarding process and coordinate the process flow by partnering with internal business units.
• Use independent judgement and discretion while supporting client needs.
• Acts as the first point of escalation for problem resolution and proactively reaches out to clients to resolve reporting metrics issues to ensure a personalized client experience.
• Proactively identify potential opportunities for existing customers, including identifying clients who are potential candidates for specific products and services.
• Independently reach out to internal referrals to identify opportunities.
• Regularly perform analysis on client investment accounts to prepare client portfolio reviews and other materials for client meetings.
• Assist in developing sales plans for each client based on analysis of cash reports, upcoming maturity reports and other metrics to help grow business.
• Accompanies wealth sales professional on client calls as subject matter expert and primary client contact to provide information regarding service, operations, products, and technology platforms.

Qualifications

• Strong understanding of Bank's policies, procedures and capabilities through comprehensive knowledge of all Valley Wealth Management products.
• Build and maintain positive and productive working relationships within Valley Bank in order to resolve any potential client issues and problems efficiently.
• Strong written and verbal communication skills to communicate effectively with clients and staff across all levels of organization.
• Client service oriented with a high level of professional and personal integrity; demonstrate a positive and optimistic perspective during each client interaction.
• Strong work ethic with pride in ownership of taking assigned tasks to completion.
• Complex problem resolution skills with the ability to draw the correct conclusions.
• Strong time management skills with a keen sense of urgency and the ability to prioritize workload.
• Perform effectively, efficiently, and professionally within a team, with business partners, colleagues, and all levels of staff and management.
• Strong knowledge of investment securities and market trends.
• Working knowledge of SalesForce, IBS and Pershing preferred.