Associate Relationship Advisor
Core
Coordinates account management and manages an assigned base of wealth management clients by executing daily client activity, resolving service requests, and delivering holistic advice on wealth planning and investments.
Role type
Associate Relationship Advisor (Wealth Management)
Builds
Client relationships and account servicing events
Domain
Wealth Management / Asset Servicing
Deliverable
client delivery
Required skills
client relationship management, account servicing, wealth planning, financial planning, capital markets knowledge, fiduciary standards, problem solving, sales, time management
Preferred skills
knowledge of financial products and operations, accounting knowledge, investments, estate planning, banking products, operations
Technologies
accounting systems, NT resources
Responsibilities
Coordinate account management and ensure prompt execution of client requests; manage assigned account base by understanding client needs and goals; maintain working knowledge of governing documents and agency account agreements; engage Client Support Services Team for account opening/closing and cash movement; assist service team with business development and client presentations; identify opportunities for relationship enhancement.
Seniority
Mid-level, hands-on IC