Client Concierge

    Under the direct supervision of Relationship Managers, prepare all client account paperwork including appropriate applications, forms, consolidated statements, client deliverables, etc., ensuring Advisers are adequately prepared for client meetings.
    Work with Second Opinion Partners, Custodians, and other outside institutions (if applicable) to ensure proper
paperwork is prepared for all clients meetings and client requests.
    As directed by the Relationship Manager, work with applicable members of the Client Service Team, including the Advice Department, to effectively prepare client meeting deliverables.
    As directed, process all client requests outside of regularly scheduled meetings.
    Ensure Salesforce/CRM remains current by confirming all tasks, meetings and notes related to the client relationship are accurately captured.
    Work directly with the Administrative Manager to confirm all meetings are being scheduled in a timely manner.
    Establish and maintain strong working relationships with all Partners, Wealth Advisors, Wealth Managers and team members to become familiar with the specific needs of each client.