Responsibilities:

• Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
• Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
• Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
• Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
• Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
• Gather, organize, and clarify client information to support financial planning analyses and projections.
• Conduct client outreach and follow-up to assist with the implementation of advisor recommendations and planning action items.
• Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
• Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience
• Serve as a key liaison between advisors and clients throughout the financial planning process by collecting and validating financial information, preparing documentation for planning analyses, and coordinating client follow-up to support the timely implementation of financial planning recommendations.

Skills and Experience:

• 3+ years recent industry experience (required)
• Familiarity with Salesforce preferred
• Knowledge of Fidelity custodial platform/Wealthscape (required)
• Industry licensing (not required)
• Excellent interpersonal and communication skills
• Strong organizational and multitasking abilities
• Proficiency in financial software and tools
• Dedication to maintaining client confidentiality and trust

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