Prepare and process client documentation and input transaction requests as directed by Advisors and Portfolio Managers.
Collaborate with Advisors and a regional team of Administrators to support day‑to‑day operations.
Maintain the currency and accuracy of the client contact database, ensuring all applicable information and notes are recorded correctly.
Book and prepare files for client meetings, respond to time‑sensitive requests during meetings, and prepare correspondence to ensure a quick and efficient response to inquiries about MD products and services.
Maintain a follow‑up system for inquiries and issues, ensuring expeditious resolution based on MD specified service standards.
Support research and resolution of a variety of client concerns and contribute to special projects as required.
Complete monthly compliance‑related tasks, such as compliance repo...