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Assistant in Wealth Management
2 months ago
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and supporting our investment advisors in their business development.
Key Responsibilities- Client Communication: Ensure effective communication between clients, advisors, and various collaborators to provide seamless service.
- Customer Service: Provide superior customer service in person, on the phone, and via email to meet client needs.
- Account Analysis: Analyze client accounts to prepare for activities that support investment advisors in their business development.
- Transaction Management: Diligently carry out transactions related to investment accounts, ensuring accuracy and timeliness.
- File Management: Open and update client files, maintaining accurate and up-to-date records.
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
- Compliance and Risk Management: Ensure adherence to compliance and risk management rules, maintaining a secure and regulatory-compliant environment.
NBC's Wealth Management team is a dynamic and collaborative group of professionals dedicated to providing exceptional client service and supporting our investment advisors in their business development. As a Wealth Management Associate, you will have the opportunity to work closely with our experienced team members and contribute to the success of our clients.
What We Offer- Competitive Compensation: A competitive salary and benefits package that reflects your value to our team.
- Flexible Work Arrangements: Flexible work arrangements to help you achieve a better work-life balance.
- Professional Development: Opportunities for professional growth and development, including training and mentorship programs.
- Collaborative Environment: A dynamic and collaborative work environment that fosters open communication and teamwork.
- Education: A college diploma in a related field, such as business administration or finance.
- Experience: At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
- Skills: Good knowledge of the Microsoft Office suite, organizational and priority management skills, and excellent communication and interpersonal skills.
