What are the responsibilities and job description for the Wealth Management Associate position at C&N Job Board?
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, we’re not just managing wealth—we’re 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?
At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.
- Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
- Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
- Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
- Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.
We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.
Comprehensive Benefits for Your Success:
At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:
- Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
- Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
- Health & Wellness:
- Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
- Employer-paid life and disability insurance.
- Additional voluntary coverages to meet your unique needs.
- Career Development: Access to education and development programs and ongoing support for personal and professional growth.
With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.
