Associate Relationship Advisor
About this role
About the Role The Associate Relationship Advisor focuses on coordinating account management for wealth management clients, ensuring prompt execution and follow-up, and delivering holistic advice in collaboration with clients, their advisors, and internal partners. The role requires developing knowledge of governing documents, advisory services, and fiduciary duties to help clients meet goals with prudent investment principles. What You'll Do
- Coordinates account management by ensuring prompt execution and follow-up; responds to partner and client service requests by obtaining necessary information and documentation, communicating with client and vendors as required for resolution of issues; executes daily client activity; ongoing written and verbal communication with clients as appropriate in managing daily activity.
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