Investment Operations & Client Support Associate

Hancock Whitney; New Orleans (LA); On-site; USD 52,000 - 78,000; Full time

Job summary

Hancock Whitney in New Orleans, LA, seeks a Wealth Management Support Associate to assist Financial Advisors and Senior Investment Consultants by delivering excellent client service to HWFC clients and helping grow relationships and portfolios.

This role partners with licensed bankers and branch managers to open accounts, process maintenance, coordinate meetings, and support trading and investment activity while ensuring compliance and efficient operations.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree preferred.
• 2 years of related support experience; preferably in a financial institution.
• Must currently possess Life and Health Insurance License – fixed annuity and variable annuity and FINRA Investment Licenses – Series 7, 63, 65/66; in good standing.

Responsibilities

• Assist in opening accounts, preparing for account reviews, process account maintenance.
• Schedule client appointments, meetings with wholesalers and licensed bankers.
• Help train and assist licensed bankers to assist clients and uncover investment opportunities.
• Assist Advisors in executing orders, research, and daily operational procedures.
• Provide administrative support and maintain compliance with paperwork and procedures.
• Serve as primary contact for clients, ensuring accurate documentation and transfers between Hancock Whitney Bank and Brokerage accounts.

Job description

Hancock Whitney in New Orleans, LA, seeks a Wealth Management Support Associate to assist Financial Advisors and Senior Investment Consultants by delivering excellent client service to HWFC clients and helping grow relationships and portfolios.

This role partners with licensed bankers and branch managers to open accounts, process maintenance, coordinate meetings, and support trading and investment activity while ensuring compliance and efficient operations.