Client Associate

Serve as the primary point of contact for high-net-worth clients, managing inquiries related to new accounts, LOAs, asset transfers, and trade activity. Process account openings, closings, and transfers while overseeing documentation and ensuring seamless coordination with Portfolio Management, Operations, and Compliance. Execute daily account maintenance, including checks, wires, beneficiary changes, and client-directed trade orders. Prepare correspondence, presentation materials, and custom marketing assets for client meetings and reviews. Create and distribute financial reports covering daily, monthly, and quarterly oversight. Review and process quarterly billing, invoice monitoring, and fee schedule updates. Utilize Salesforce and Outlook to manage client data, track contact frequency, and record strategy updates.