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 opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
• greet and assist clients and visitors to the branch, providing exceptional service
• create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations functions
• coordinate branch office business meetings and maintain the branch calendar
• carry out cash management functions, process securities and correspondence, and keep records
• maintain risk awareness and regulatory knowledge