Brief Introduction

As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities.

In the Role

• Identify new business opportunities to gather additional assets and/or increase revenue
• Utilize your in-depth knowledge of products and services to identify new opportunities within the existing client base
• Build effective working relationships across the team and with various business lines and corporate function contacts
• Prepare, analyze, and present reports and recommendations to clients
• Develop and distribute client communication and marketing pieces
• Review practices to ensure administrative processes are streamlined and administrative tasks being completed and logged for tracking purposes
• Understand client profiles and th...