About this role
Wealth Management Client Associate at Ghr. Location: State College, Pennsylvania, United States. Role: providing service, supporting advisors, managing materials Requirements: Provide client service support to Financial Advisors, educate clients on banking and investment offerings, follow policies, and support operational excellence; strong communication and computer skills required. Category: Finance Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce Certifications: sie, series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English