Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Client Associate to:

• greet and assist clients and visitors to the branch, providing exceptional service
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of paperwork and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function
• maintain risk awareness and regulatory knowledge