• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the required documentation for international account opening, complex structures and personal holding companies
• Client service requests, including wire transfers, journals and securities transfers.
• Know your client remediations and reviews
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities
• Conduct order entry functions and trade execution supporting financial advisors