Responsibilities :

• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
• Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
• Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
• Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
• Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
• Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
• Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client exp...