This includes: Serving as the primary contact for clients, advisors and external partners;
Answering client questions and coordinating delivery of services;
Facilitating and overseeing distributions, transactions and daily account activity;
Maintain ongoing client communication and service delivery;
Review account activity, statements and fee collection;
Oversee completion of the tax preparation process;
Perform annual account reviews; Maintain complete and audit-ready account documentation;
Review onboarding documentation and account closing packages;
Process asset additions, transfers, and revocations;
Ensure timely completion of all assigned projects.
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.