Client Associate-Private Client Group

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Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

At **MEMBERS ONLY**SIGN UP NOW***., we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better **MEMBERS ONLY**SIGN UP NOW***.. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o Building enduring client relationships through sound, thoughtful, and objective advice

o Developing individualized plans for clients to help meet their financial objectives

o Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o **MEMBERS ONLY**SIGN UP NOW***. Private Bank serves high-net-worth individuals and families.

o Abbot Downing serves ultra-high-net-worth individuals and families.

o **MEMBERS ONLY**SIGN UP NOW***. Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.

o **MEMBERS ONLY**SIGN UP NOW***. Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through **MEMBERS ONLY**SIGN UP NOW***. Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, preparing forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firms regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

Required Qualifications


6 months of experience meeting deadlines in a business or office environment demonstrated through work or military experience


Desired Qualifications


Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Effective organizational, multi tasking, and prioritizing skills
Good verbal, written, and interpersonal communication skills
Brokerage industry experience
Financial services industry experience
Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Experience interacting directly with customers
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information


Street Address

VA-Williamsburg: 428 Mclaws Cir - Williamsburg, VA

Disclaimer

All offers for employment with **MEMBERS ONLY**SIGN UP NOW***. are contingent upon the candidate having successfully completed a criminal background check. **MEMBERS ONLY**SIGN UP NOW***. will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

**MEMBERS ONLY**SIGN UP NOW***. is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary

Benefits

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Company: **MEMBERS ONLY**SIGN UP NOW***. BANK

Req Number: 5570767-2

Updated: 2021-03-31 10:24:12.910 UTC

Location: Williamsburg,Virginia

Company info

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