Client relationship management responsibility for assigned clients to meet or exceed the clients' expectations in accordance with each client's contract and all promises and expectations set for the relationship, on behalf of both the clients and the Company.
Complete annual (at minimum) client portfolio management reviews which include the completion of Know Your Client (KYC) compliance documentation.
Engaging with clients to establish investment objectives, portfolio asset allocation guidelines, and investment policy statements for individual clients.
Asset allocation modeling and developing transition plans to migrate existing legacy holdings of new clients to model allocations.
Serve as the clients' liaison, team leader, and advocate within the organization and with outside providers to ensure that the clients' financial plans are implemented in accordance with the company’s client relationship standards, each...
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