Specializes in client service and client facing to ensure the maintenance of an efficient, organized office that allows the Wealth Management Advisor to focus his/her energy on building client relationships. Liaison between the home office, Wealth Management Advisor, network office support team and clients. SUPPORT. Handle case notes, process correspondence and maintain client CRM case files. File new statements, account forms, and other insu...
Specializes in client service and client facing to ensure the maintenance of an efficient, organized office that allows the Wealth Management Advisor to focus his/her energy on building client relationships. Liaison between the home office, Wealth Management Advisor, network office support team and clients. SUPPORT. Handle case notes, process correspondence and maintain client CRM case files. File new statements, account forms, and other insu...
