Wealth Management Associate - C&N Bank : Job Details

Description

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including Giving Back, Giving Together, to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You have a passion for helping individuals and families achieve their financial dreams. If so, we are seeking a detail-oriented and customer-focused Wealth Management Associate to support our Wealth Management Team. This role is responsible for providing administrative and client service support the Team, ensuring an exceptional client experience. At C&N, were not just managing wealthwere building lasting relationships and crafting personalized strategies for success. If you thrive in a dynamic, client-focused environment and are eager to grow your career in Wealth Management, this is the perfect opportunity for you!

You will be responsible for:

+ Assisting the Wealth Management Team with managing client relationships, including responding to client inquiries and processing service requests.

+ Preparing and reviewing client reports, account summaries, and financial plans.

+ Coordinating and maintaining client meeting schedules, including preparing necessary documentation and follow-ups.

+ Supporting account opening and maintenance processes, ensuring all documentation is accurate and compliant with regulatory requirements.

+ Tracking and managing client information in CRM systems, ensuring records are accurate and up to date.

Requirements:

Education & Experience You will need some college or technical school courses in related field AND 1-2 years of previous related experience and/or training OR an equivalent combination of education and experience.

Skills You should possess well-developed abilities and a proven track record in the following areas:

+ Strong organizational skills with the ability to manage multiple tasks and deadlines.

+ Excellent verbal and written communication skills.

+ High attention to detail and a commitment to maintaining confidentiality.

+ Ability to work well both independently and as part of a team.

+ Basic knowledge of wealth management.

Why C&N?

C&N is a team people working together for a common goal the success of our customers.

You will achieve & grow along with C&N customers,

You will develop & learn along with your teammates,

You will contribute & be rewarded along with our shareholders,

And you will share & celebrate along with our communities.

The C&N workplace culture has been a repeat recipient of the NBRI Circle of Excellence award, acknowledging a strong culture created by our team for living our values every day. At C&N, we pride ourselves on fostering a collaborative and supporting work environment where every team member is valued.

In combination with a competitive salary, C&N also has a robust total rewards offering, including:

+ Paid Time Off (vacation, personal, and sick, family sick, and community service)

+ 401(k) pretax and ROTH eligible contributions with a safe harbor match

+ Employee Stock Ownership Plan

+ Health, Dental, and Vision Coverage (including options that are 100% employer-paid for employee-only coverage)

+ Health Savings Account

+ Flexible Spending Accounts Medical and Dependent

+ Employer Paid Life Insurance

+ Employer Paid Disability Coverage

+ Many more voluntary coverages to customize around your needs

+ Education & Development Programs, including Tuition Reimbursement

+ Support for Personal and Professional Development

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)