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Wealth Management Client Associate / Financial Advisor Support
Location: Northbrook, ILCompensation: $32.00 – $50.00 per hour + Team Performance Bonus + Full Benefits No relocation / No Sponsorship
Are you a highly motivated and client-focused individual with a strong understanding of investment products? We're seeking a Wealth Management Client Associate to provide exceptional service and operational support to our Financial Advisors (FAs) and their clients. If you're a proactive problem-solver who thrives in a fast-paced environment and possesses the required FINRA licenses, we encourage you to apply!
In this role, you'll be the primary point of contact for client service needs, ensuring a seamless and positive experience. You'll play a crucial part in supporting our enterprise strategic objectives, upholding operational excellence, and advocating for our clients.
Responsibilities:
- Deliver outstanding client service by educating clients on all banking services and offerings.
- Ensure the timeliness, accuracy, and completeness of client materials and meticulously follow up on all client and FA requests.
- Assist in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk effectively.
- Identify opportunities to deepen and maintain client relationships by promoting banking offerings and integrating them into day-to-day practices, while communicating insights to the FA.
- Support daily team activities, including covering roles during absences or peak seasons, always leading with a client-first mindset.
Required Qualifications:
- MUST HAVE active FINRA SIE, Series 7, and 63/65 or 66 licenses.
- Must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- SAFE Act Registration and ADV-2B required.
- Maintain at least one firm-approved designation.
- Advanced industry knowledge and understanding of investment products.
Desired Qualifications:
- Energetic, self-motivated, coachable, and flexible in thought.
- Enjoys a fast-paced environment with evolving responsibilities.
- Detail-oriented with a commitment to client experience excellence.
- Invested in personal development.
- Ability to work quickly to fulfill client needs and deliver complex solutions.
- Comfortable with frequent communication and exercising an abundance of discretion with sensitive information.
- Experience with Microsoft Word, Excel, and PowerPoint; Salesforce experience is a plus.
- Strong verbal and written communication skills.
- Industry experience.
- Strong leadership abilities.
- Strong analytical skills with the ability to identify trends, root causes, and effects, and implement improved processes to increase growth and mitigate risk.
Key Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
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