Wealth Management Assistant

New Edge Associates is seeking a Wealth Management Assistant for a bank client. This role supports the wealth management team with day-to-day banking needs, including opening accounts, handling wire requests, and responding to client inquiries.What you’ll doOpen and maintain client accounts, verify customer information, and ensure account documentation is complete and routed to the right teams.Prepare outgoing wire instructions and complete verification callbacks in line with bank procedures.Help clients with account updates, card requests, and other banking needs by phone, email, and in person.Recommend bank products and services based on client needs.Support wealth management officers and leadership with client follow-up, scheduling, correspondence, and confidential records.What you’ll needHigh school diploma or equivalent. An associate degree is preferred.At least one year of customer service experience. Private banking experience is preferred.Knowledge of banking compliance practices, including KYC, customer identification, BSA/AML, and client privacy.Proficiency in Outlook, Excel, Word, and banking software.Strong communication, organization, and follow-through.Multilingual skills required. The role serves clients in English, Spanish, and Portuguese.Flexibility to work at different branch locations and on Saturdays according to branch schedules.