Client Associate

About the role

We’re looking for a Client Associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Responsibilities

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Requirements

• series 7 and 66 licenses (for registered CSAs only)
• one year of experience in client service, within the finance sector
• excellent communicator, with solid interpersonal skills
• detailed oriented (nothing gets past you)
• proficient in Microsoft Office Suite

Qualifications

• full-time position
• WMA branch office environment
• advice-based solutions and diversified asset management solutions
• focus on investment banking capabilities
• global presence in more than 50 markets

Skills

• series 7 and 66 licenses (for registered CSAs only)
• excellent communication skills
• solid interpersonal skills
• detailed orientation
• proficiency in Microsoft Office Suite

Benefits

• collaborative team environment
• opportunities for growth and development
• flexible working options when possible
• inclusive culture that values diversity
• commitment to disability inclusion

Pay

Details of pay will be provided during the interview process.

Schedule

The schedule for this role will be discussed during the interview process.

Note: The above details are subject to change and will be confirmed during the hiring process.