What are the responsibilities and job description for the Private Client Associate position at Meridian Bank?
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.
Position summary : 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 :
Success factors / job competencies :
Application Access :
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 accommodations 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.
Meridian is an Equal Opportunity Employer.
