Wealth Client Associate

Wilmingtonhybridjunior$52K – $86K

Posted yesterday · via Workday

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About this role

Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy . Resolves the more routine service issues within the team.…

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What we'd score you on

reqspace match rubric

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Skills match

We compare your skills against the role requirements.

Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Wilmington. We weight your proximity and willingness to relocate.

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