Responsibilities: The Client Associate plays a crucial role in delivering an exceptional client experience by serving as the primary communicator between clients, advisors, and internal departments.
• Providing white glove service and respond to client inquiries including researching answer to client questions and responding through completion of request.
• Provide advisor support to prepare all aspects of client meeting details, including preparing any necessary forms, setting and confirming appointments.
• Follow up with clients to check in, confirm any client request to completion and maintain and develop the client relationship.
• Receive client trade instructions and work with Advisors on implementation.
• Update client database with all client communication and activities.
• Prepare and execute all aspects related to exclusive client events both virtual and in-person
• Keep up to date on all marketing materials and branding and implement updates as needed
• Keep up to date on all client gifts, birthday and holiday cards
• Submit and track all expenses for Advisor.
• Coordinate all aspects of weekly team meetings.