Financial associates are responsible for helping potential new clients decide on the best financial products for themselves. They offer advice on investment portfolios, retirement plans and other financial products. They help clients open accounts, transfer money and create financial plans. They often possess a strong knowledge of all areas of banking, including deposits and loan services.

Bankers are responsible for handling a firm's private and business clients. They oversee the management of investment portfolios, including operating assets and making changes to them as needed. They are responsible for offering advice to clients, meeting with them to discuss their needs and managing accounts. Bankers help design financial portfolios based on the customer's needs and risk tolerance. They may also approve loans and other large transactions.

Client Associate

Client associates are responsible for answering customer questions and requests for services and performing other clerical tasks in banks and investment offices. They are responsible for tracking money movements and transactions, preparing forms, and performing other administrative tasks. They may also help with daily operations, such as filing documents, managing schedules and greeting customers.