-Partnered with Principal Financial Advisors and team leader of 5 Associates that provided investmentmanagement for HNW clients totaling $2.3 billion in assets under management-Created financial plans and customized portfolios based on client's goals and financial circumstances by analyzing current investments/objectives-Interacted with clients to support all aspects of their servicing needs related to the management of their relationship including asset transfers, cash requests, giftings, RMDs, taxes, and general account inquiries-Prepared and collected appropriate documentation needed to service various accounts including taxable, ERISA, trusts, estates, corporate entities, and alternative investments-Coordinated with contra-firms and internal teams including Portfolio Managers, Legal and Compliance,and CSRs to ensure workflow of account openings, asset allocation changes, asset transfers-Responded to ad-hoc requests from clients and internal teams to provide information on performance,quality control, portfolio data, etc.-Reconciled client activity through quality control processes on various systems to monitor for riskmanagement and ensure accuracy