PW Client Associate

About the Role

The Wealth Manager Client Service Associate (CSA) provides day-to-day support to Wealth Managers, leading onboarding and service for new and existing clients. Responsibilities include client relationship management, developing and maintaining strong relationships with high-net-worth clients, and handling client communication and education, such as investment updates, market insights, and performance reports.

Responsibilities

• Provide day-to-day support to Wealth Managers.
• Lead onboarding and service for new and existing clients.
• Manage client relationships, developing and maintaining strong connections with high-net-worth clients.
• Handle client communication and education, including investment updates, market insights, and performance reports.

Requirements

• Foundational knowledge of investment and banking products.
• Detail-oriented and customer-focused.
• Professional verbal and written communication skills.
• Prior brokerage or RIA experience.

Qualifications

• Candidates may be required to hold Series 7 & 66 or 63/65 licenses.
• Undergraduate degree is a plus.

Schedule

Hours per Week: 40

Work Schedule: Monday - Friday