Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.

+ Assists in preparing new business proposals or presentations to clients / prospects based upon their needs.
+ Assists Wealth Advisors in market research of client and prospects.
+ Assists Wealth Advisors in identifying prospective clients.
+ Acts as the key service contact for clients.
+ Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines.
+ Liaises with external advisors of clients on behalf of the wealth advisor / relationship manager.
+ Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and prospects.
+ Make suggestions ab...