Wealth Senior Client Associate
Radnorhybridsenior$68K – $114K
Posted 1w ago · via Workday
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 more complex service issues within the team and provides guidance to less experienced team members.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: less
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Radnor. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
less
More at Wilmington Trust N.A.
- View →Senior Administrative AssistantNew York, NY
- View →Global Capital Markets Client Administrator IIWilmington, DE
- View →Wealth Client Service Team LeadNorth Palm Beach, FL
- View →Senior Fixed Income TraderWilmington, DE
- View →Global Capital Markets Client Administrator IIMinneapolis, MN
- View →Global Capital Markets Client Administrator IIWilmington, DE