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Wealth Advisory Support Associate
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Full-time
- The Wealth Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager.
- Responsibilities listed above plus serves as a dedicated team leader for a designated team of Wealth Advisor Associates to effectively manage associate performance and ensure an efficient, engaged, well trained, and high performing team.
- Troubleshoot client or internal customer service issues, identify opportunities and make recommendations for continuous improvement to exceed business goals.
- Complete or lead special projects and support the Wealth Management Advisory Support Manager as needed.
- Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
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