Deliver gold standard client service by anticipating needs, addressing inquiries proactively, demonstrating strong listening skills, and fostering strong, trust-based relationships.
Provide high-quality, timely client service across all channels, including phone, email, written correspondence, and in-person interactions.
Proactively identify and pursue new business opportunities through consistent prospecting and relationship development.
Investment Management
Work closely with the lead advisor to manage fee‑based and non‑fee‑based investment portfolios.
Prepare and deliver investment policy statements, portfolio evaluations, client commentaries/reviews, and investment proposals.