Client Management Consultant
Current• Building relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service• Servicing existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests)• Preparing and provides documentation and materials required for client calls and visits• Participating in investment reviews and annual reviews•… Show more • Building relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service• Servicing existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests)• Preparing and provides documentation and materials required for client calls and visits• Participating in investment reviews and annual reviews• Onboarding new client relationships through correspondence, reports, new account paperwork, and advisory agreements• Organizing and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance Show less
