Upvote
Downvote
Client Relationship Specialist - Wealth Management (Finance)
Share Job
- Suggest Revision
- Prepares meeting prep including Client Profiles, Team Pages, Client Service Policy Statements, Dan Allison Client Conversation piece, performance reports, including certain institutional reports.
- Contacts clients and prospects to gather financial documents and estate planning documents to assist in building a Financial Goal Plan through Money Guide Pro. INTERFACES WITH CUSTODIANS. Initiates transactions and paperwork and communicates with custodians on a daily basis regarding alerts and other maintenance.
- Serves as contact for National Advisors Trust Company, TD Ameritrade, Fidelity, Schwab, The Standard & Principal to provide requested information as needed.
- FACILITATES NEW CLIENT ONBOARDING AND ACCOUNT OPENINGS/TRANSFERS. Works with Advisors to onboard new clients from initiation through completion.
- Oversees transfer of assets and/or accounts to JFS. Coordinates preparation of an Investment Policy Statement (IPS) for each account prior to assigning a model to or trading the account.
Active Job
Updated TodaySimilar Job
Relevance
Active