Wealth Client Associate
3 weeks ago
Overview:Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategyResolves the more routine service issues within the team.Primary Responsibilities:Service the daily transaction needs of wealth clients, including but not limited to, problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed in a timely manner and to the satisfaction of the client.Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team. Resolve routine service issues, with the goal of exceeding client expectations (with the goal of retaining and expanding client relationships).Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners, to contribute to the retention and expansion of existing client relationships.Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives. Remain current on products and services, internal policies and procedures and external developments, including regulations, which may affect the client and the Bank.Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.Promote an environment that supports diversity and reflects the M&T Bank brand.Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Complete other related duties as assigned.Education and Experience Required:Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' financial services client service experienceStrong customer service skillsStrong interpersonal skillsStrong verbal and written communication skillsStrong organizational skillsProficiency with personal computers as well as pertinent word processing, spreadsheet and presentation softwareEducation and Experience Preferred:Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experienceExposure to and knowledge of the Bank's retail and commercial banking systemsKnowledge of Private Banking products and servicesTrust experienceAbility to work independently and in a team-based environmentM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $20.94 - $34.91 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationPalm Beach, Florida, United States of America
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Private Wealth Client Associate
3 weeks ago
Virginia Beach, Virginia, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Private Wealth Client Associate
4 weeks ago
Virginia Beach, Virginia, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Client Associate
2 months ago
Palm Beach, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? 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...
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Client Associate
2 weeks ago
Palm Beach, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? 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...
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Client Associate
3 weeks ago
Palm Beach, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? 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...
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Client Associate
4 weeks ago
Palm Beach, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? 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...
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Wealth Advisor
5 days ago
Palm Beach, Florida, United States The Bessemer Group, Incorporated Full timePrimary Responsibilities: As a key member of business development team, the Wealth Advisor initiates new relationships with ultra high net worth clients on behalf of Bessemer Trust. The Wealth Advisor sources and develops prospects and manages their conversion into clients, thereby driving revenues and increasing assets. Qualifications:Substantial experience...
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Client Associate
2 months ago
Palm Beach Gardens, United States Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...
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Client Service Associate
2 weeks ago
West Palm Beach, United States HighTower Full timeHightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...
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Wealth Management Client
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Client Service Associate
4 weeks ago
West Palm Beach, United States HighTower Advisors Full timeHightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...
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Client Service Associate
3 weeks ago
West Palm Beach, United States HighTower Advisors Full timeHightower's Story: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its...
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Associate Client Advisor
4 weeks ago
Palm Beach, United States Bessemer Trust Full timeJob Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...
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Associate Client Advisor
3 weeks ago
Palm Beach, United States Bessemer Trust Full timeJob Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...
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Wholistic Wealth Management
4 weeks ago
Huntington Beach, United States Wholistic Wealth Management Full timeJob DescriptionJob DescriptionBuild your dream career as Wholistic Wealth Management / AdvsiorFeaturesUncapped earning potential Passive incomeExtensive training and support providedLicenses provided in training Work your own hoursBuild your own businessBacked by a company with 100 year track recordRequirements:At least 5 years experience running your own...
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VP, Wealth Management Advisor
5 days ago
Palm Beach Gardens, Florida, United States Fidelity Investments Full timeJob Description: Do you want to focus on driving deeper relationships with clients while helping them plan for financial success? The Wealth Management Advisor builds comprehensive financial plans and wealth strategies to prepare their customers for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The...
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Associate Advisor
4 weeks ago
Satellite Beach, United States Savant Wealth Management Full time**The Associate Advisor role is typically responsible for the following**: - Master The Savant Way best practices related to our client experience and Ideal Futures Process.- Helps support the Lead or Co-Advisor during the client onboarding process- Captures, organizes and audits client data and net worth statement (Ideal Futures Profile) to support Advisors...
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Associate Advisor
2 days ago
Satellite Beach, United States Savant Wealth Management Full time**The Associate Advisor role is typically responsible for the following**: - Master The Savant Way best practices related to our client experience and Ideal Futures Process.- Helps support the Lead or Co-Advisor during the client onboarding process- Captures, organizes and audits client data and net worth statement (Ideal Futures Profile) to support Advisors...
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West Palm Beach, United States Goldman Sachs Full timeYOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...
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Client Associate
2 weeks ago
Seal Beach, United States UBS Full timeUnited States - California - Business management, administration and support - Global Wealth Management **Job Reference #** - 293401BR **City** - Seal Beach **Job Type** - Full Time **Your role** - Are you truly service oriented? Do you know how to take care of people? - We’re looking for a Client Associate to: - keep management systems up-to-date with...
