- Serve as the primary point of contact for an assigned group of client households.
- Coordinate all aspects of client meetings, including scheduling, agenda preparation, and gathering financial information.
- Assist advisors with implementing financial planning recommendations and preparing client deliverables like cash flow projections and investment reports.
- Execute account administration tasks such as account openings, maintenance, transfers, and money movement.
- Maintain accurate client records within Tamarac CRM and ensure documentation meets firm standards.
- Collaborate with internal teams including Private Wealth Planners and Investment Operations to ensure coordinated service.
Client relationship management