● Agency subject matter expert for cultivating relationships to develop new business● Deliver financial advice to clients to achieve short- and long-term objectives ● Actively research best practices and industry trends to advise and support client objectives ● Manage client relationships, including responding to client enquires and complaints● Ensure maximum client satisfaction by providing exceptional and personalized service to each client● Coordinates and performs research and analysis leading to new investment allocations ● Analyzes technical models to identify problems, issues, and costs relating to private and public costs and benefits