Senior Client Relationship Associate

Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting

Proactively collaborate with wealth advisor, financial planner, and internal departments (Operations, Investments, Financial Planning, etc.) to ensure client requests are executed within defined service level agreements

Research and resolve routine to complex client issues leveraging internal support resources and/or escalate as appropriate to management

Manage client meeting scheduling, preparation, and participate as needed in client meetings, events, and seminars, as directed by leadership

Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing

Oversee new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls, and proactive communication with clients

Understand, adhere, and contribute to outlined company policies and procedures to ensure client activities are handled with firm standards

Track and document client interactions, activities, and meetings in CRM, ensuring notes are input in a timely and compliant manner

Develop deep trusted relationships with custodian partners, vendors, client professional contacts, and service providers

Actively participate and/or lead in team projects, business initiatives, and engage in training and education opportunities as required

Contribute to the mentoring and coaching of associates to include providing growth feedback, sharing input for performance evaluations, and recommend job and/or skillset training as needed