Job Description

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Client Services team. The Wealth Associate will work with a team of relationship management professionals to provide support services for account administration, investment management, and financial planning.

This is an excellent opportunity for someone with 2-5 years\' experience in wealth management client services and would like to expand their understanding of wealth management client relationship management. This position is part of a career progression track and may lead to wealth advice, managing fiduciary accounts, financial planning, and/or client investments as experience grows.

Primary Responsibilities

Client Support

• Assist customers and answer basic inquiries, answer telephone calls and direct customers to appropriate areas
• Set up client meetings and accurately and timely respond to requests for information and action
• Process cash distributions (checks, wires, bill payments and ACH)
• Interact with clients and other portfolio management and trust officer personnel to develop and present both initial and updated financial plans

Team Support

• File, research, or obtain information needed by Relationship Managers and management, as directed
• Collect documentation, gather information with beneficiaries, and create/populate forms for account opening and closing, annual reviews, distributions, production, and presentation of modular financial plans from system tools and programs, creating events in systems of record, account maintenance, and similar functions
• Prepare correspondence and reports as needed. Provide support to team members and to colleagues within the Bank, as requested

Quality Assurance

• Run reports and maintain reminders to ensure that proper procedures are followed, deadlines are met, and that there is a consistent approach throughout the department
• Follow up and confirm all essential tasks requested by Relationship Managers have been completed

Requirements and Preferred Qualifications

• Bachelor\'s degree or the equivalent of 2-5 years wealth management administration, investment analysis, financial planning, trust administration, and/or direct client service
• CFP Certification desirable
• Demonstrated excellence with problem resolution, client follow up and successful cultivation of highly satisfied client relationships
• Demonstrated knowledge of customer service principles and practices; strong PC skills; intermediate level Microsoft Word and Excel skills
• Detail oriented, exceptional organizational skills and the ability to complete multiple tasks simultaneously and with accuracy
• Professional and courteous telephone skills
• Demonstrated superior communication and interpersonal skills

Experience or expertise in any of these areas is desirable: financial planning, experience working with business entity and/or institutional clients, investment analysis, trust administration, trust accounting systems and terminology, account maintenance.

This position is in Providence or Westerly, RI, but has the option to work remotely from RI, CT, or MA. Candidates must have access to appropriate wi-fi and home workspace (required).

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to cultivating and promoting a diverse and inclusive workforce. We seek to provide an environment of equal employment opportunity and advancement to all employees and applicants. It is our policy to provide equal employment and advancement opportunities without regard to race, color, ethnicity, age, religion, gender, pregnancy/childbirth, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, or any other category protected by federal, state and/or local laws. to view the EEOC "Know Your Rights" notice and to view the "Pay Transparency Nondiscrimination Provision".

Other details

• Job Family Professionals
• Job Function Professionals
• Pay Type Salary

• Providence, RI, USA

Washington Trust