Wealth Client Associate

Mtbachelor

Wilmington, Delaware, United States of America
Base: $24.87 - $41.45 hourly (usd); bonus/equity: ...
Strong customer service skills
Proficiency with personal computers
Problem resolution skills
Supports servicing and sales enablement activities for High Net Worth clients

Job Summary

  • Supports servicing and sales enablement activities for High Net Worth clients.
  • Builds and maintains strong client relationships through daily interactions.
  • Remains current on products and services to ensure a positive client experience.

Matching Summary

Supports servicing and sales enablement activities for High Net Worth clients.

Salary

Base: $24.87 - $41.45 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong customer service skills
  • Proficiency with personal computers
  • Problem resolution skills

Nice-to-have

  • Ability to work independently
  • Knowledge of Private Banking products
  • Strong organizational skills

Key Requirements

  • Bachelor’s degree or equivalent experience
  • Minimum of 1 year financial services client service experience

Work Rights

Not specified

Tailored Resume

Cover Letter