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Wealth Management Associate

Company: Citizens & Northern Bank
Location: Troy
Posted on: June 24, 2022

Job Description:

Wealth Management AssociateUS-PA-TroyJob ID: 2022-1958Type: Full-Time# of Openings: 1Category: TrustTroyOverviewWe are looking for a Wealth Management Associate to fill an opening immediately in Troy, PA. The qualified Wealth Management Associate will perform various administrative and clerical duties to assist the Team Manager and Account Administrators/Financial Consultants with the general administration of assigned accounts.Responsibilities1. Provides administrative support to the Wealth Management Team. 2. Informs Administrator of account status. 3. Provides information to relevant personnel. 4. Manages and nurtures client relationships and prospective client relationships to ensure satisfaction and develops additional business. 5. Reviews administrative and investment matters. 6. Training and Education. 7. Customer Service - exemplifies Citizens & Northern Customer Service Standards. PM18QualificationsEducation: High school diploma or general education degree (GED) Experience: 1-2 years of previous related experience and/or training.or Equivalent combination of education and experience.PI183090387

Keywords: Citizens & Northern Bank, Scranton , Wealth Management Associate, Executive , Troy, Pennsylvania

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