The Client Relations Representative role is instrumental to the firm, contributing to the smooth operation of a successful wealth management/financial planning office.  The Client Relations Representative will support all team members, including the firm’s two principals.

• Interfacing with clients to handle service requests
• Scheduling meetings
• Researching and addressing questions
• Assisting with new account opening
• Assisting with ongoing account administration
• Assisting with trust administration
• Helping coordinate compliance activities
• Perform other duties and complete projects as assigned