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Citizens & Northern Bank Wealth Management Associate in Coudersport, Pennsylvania

We are looking for a Wealth Management Associate to fill an opening immediately in Coudersport, 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.

Education: 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.
  1. 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.

PM18

ID: 2021-1741

External Company Name: Citizens & Northern Bank

External Company URL: www.cnbankpa.com

Street: 10 North Main Street

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