Essential Duties and Responsibilities:
· Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
· Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
· Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
· Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
· Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
· Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.
· Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis.
· Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.
· Assist in developing financial projections and “what-if” planning scenarios for advisor review.
· Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.
· Prepare reports and summaries of research findings to support advisor recommendations.