Proactively communicate with existing pre-retiree and retired HNW individuals, non-profit and corporate client relationships, thoroughly meeting current and changing needs.
Engage with multigeneration and related households to identify new opportunities and provide planning services.
Thoroughly plan client meetings, maintain accurate notes and records regarding client matters in the CRM.
Work closely with Client Service team to review required paperwork or updated documentation prior to meetings.
Keep client service team members adequately informed on all active and pending client matters.
Client relationship development and management, including ongoing and regular client contact and communications to be tracked, updated in CRM and reported to team regularly.
Communication with investment team on client portfolio updates and reviews, returns and new opportunity identification.
Adhere to and follow firm processes and systems around team based subject matter expertise services and client relationship management.