Job Description

• Deliver a consistently positive, professional client experience across all interactions
• Lead and execute account onboarding, transfers, and closures in full compliance with regulatory requirements
• Develop a strong understanding of the firm’s investment products and services
• Process transactional requests and coordinate cash settlements as required
• Prepare and tailor presentations for prospective and existing clients
• Proactively investigate and resolve client inquiries in a timely manner
• Produce monthly and quarterly reports, presentations, and year‑end tax reporting packages
• Maintain accurate client records and documentation within the CRM system
• Take full ownership of assigned files, ensuring data integrity, prioritization, and timely progression through workflows
• Coordinate activities with internal teams and external partners; support meeting planning and lo...