Job Description

Summary :The incumbent will be responsible for processing client requests, resolving inquires and documenting key client information. The role will take care of onboarding new client accounts and maintaining their documentations.- Maintain existing client relationships through the processing of client requests,resolving client inquiries, and making sure key client information and documentation is up to date.- Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients\' needs.- Onboard new client accounts, which includes the collection of required documentation and client information.- Support the team\'s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars.- Prepare financial reports, spreadsheets, and other materials for client meetings.- Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors.- Proactively participate in firm initiatives directed by local management.- Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.- Input orders on behalf of Financial Advisor.- Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance. (ref:updazz.com)

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