What are the responsibilities and job description for the Private Client Associate position at Meridian Bank?
Job Type: Full Time
Location: Exton, PA
Department: Wealth Partners
Job Description
Position Summary:
Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process. Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients.
What we Value
At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry. We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values—Our Partners, Our People, Our Bank, and Our Communities—guide everything we do, from our client interactions to our internal teamwork. We strive to create a supportive and dynamic work environment where employees can thrive both personally and professionally.
The Private Client Associate engages with our clients and supports the planning and advisory team that delivers comprehensive financial plans and wealth management solutions. The Private Client Associate will assist in managing client relationships, work in a collaborative team environment, and contribute to the success of the Meridian Wealth Partners business. The Private Client Associate will deliver exceptional service.
Qualifications Required:
Bachelor’s degree in Business or related field; or an equivalent combination of education and work experience
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
Engages with clients responding to inquiries and supporting advisors and planners in delivering quality customer experience. Is the direct liaison for all client related inquires; first point of contact for clients
Collaborating with the team to resolve customer service issues
Adheres to securities and investment advisor regulatory compliance obligations
Generates, prepares and maintains internal client files / accounts; including but not limited to paperwork needs; file structure and investment implementation
Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
Communicates and coordinates with teammates within Meridian Wealth Partners and Meridian Bank to achieve goals and objectives of the organization.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Must obtain current certifications and licenses as deemed necessary
Valid driver’s license
Other duties as assigned
Success factors/job competencies:
Strong social skills and ability to deliver personalized service to clients
Strong problem solving and analytical skills
Maintain composure under stress
Strong organizational and time management skills
Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads
Thrive in a collaborative team environment
Application Access:
Customer Relationship Management
3rd Party Custodian Application
Financial Planning Software
Investment / Portfolio Applications
Microsoft applications
Physical demands, work environment, and location:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment: The noise level in this environment is minimal
Location: Various Meridian Wealth Partners location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Equal Opportunity Statement
Meridian Bank is an Equal Opportunity Employer
Performance standards:
Annual review
Location: Exton, PA
Department: Wealth Partners
Job Description
Position Summary:
Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process. Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients.
What we Value
At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry. We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values—Our Partners, Our People, Our Bank, and Our Communities—guide everything we do, from our client interactions to our internal teamwork. We strive to create a supportive and dynamic work environment where employees can thrive both personally and professionally.
The Private Client Associate engages with our clients and supports the planning and advisory team that delivers comprehensive financial plans and wealth management solutions. The Private Client Associate will assist in managing client relationships, work in a collaborative team environment, and contribute to the success of the Meridian Wealth Partners business. The Private Client Associate will deliver exceptional service.
Qualifications Required:
Bachelor’s degree in Business or related field; or an equivalent combination of education and work experience
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
Engages with clients responding to inquiries and supporting advisors and planners in delivering quality customer experience. Is the direct liaison for all client related inquires; first point of contact for clients
Collaborating with the team to resolve customer service issues
Adheres to securities and investment advisor regulatory compliance obligations
Generates, prepares and maintains internal client files / accounts; including but not limited to paperwork needs; file structure and investment implementation
Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
Communicates and coordinates with teammates within Meridian Wealth Partners and Meridian Bank to achieve goals and objectives of the organization.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Must obtain current certifications and licenses as deemed necessary
Valid driver’s license
Other duties as assigned
Success factors/job competencies:
Strong social skills and ability to deliver personalized service to clients
Strong problem solving and analytical skills
Maintain composure under stress
Strong organizational and time management skills
Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads
Thrive in a collaborative team environment
Application Access:
Customer Relationship Management
3rd Party Custodian Application
Financial Planning Software
Investment / Portfolio Applications
Microsoft applications
Physical demands, work environment, and location:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment: The noise level in this environment is minimal
Location: Various Meridian Wealth Partners location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Equal Opportunity Statement
Meridian Bank is an Equal Opportunity Employer
Performance standards:
Annual review
