Job Description
**Overview:**
**Leads** **the Client Associate team** **and/or** **function in an assigned** **Wealth** **market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external clients. Set** **s** **and enforce** **s** **Client Associate team standards. **
**Primary Responsibilities:**
+ Lead the activities of the Client Associate function and/or a team of Client Associates. Set short-term priorities and instill a client-centric mentality to support generation of new sales revenue through client acquisition and expansion of existing clients.
+ Establish procedures and oversee account opening process to support the effective and timely funding of new business and a positive initial client onboarding experience.
+ Communicate effectively with the client facing team within the market.
+ Monitor client service activities and/or Client Associates and ensure timely completion of work...
**Leads** **the Client Associate team** **and/or** **function in an assigned** **Wealth** **market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external clients. Set** **s** **and enforce** **s** **Client Associate team standards. **
**Primary Responsibilities:**
+ Lead the activities of the Client Associate function and/or a team of Client Associates. Set short-term priorities and instill a client-centric mentality to support generation of new sales revenue through client acquisition and expansion of existing clients.
+ Establish procedures and oversee account opening process to support the effective and timely funding of new business and a positive initial client onboarding experience.
+ Communicate effectively with the client facing team within the market.
+ Monitor client service activities and/or Client Associates and ensure timely completion of work...