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