Client Relationship Manager

Manage client accounts by processing new accounts, transferring assets, and handling cash management requests including wires and checks. Complete investment subscriptions, oversee insurance and annuity processes, and reconcile daily activity against clearing firm systems to ensure accuracy. Respond to account inquiries, prepare correspondence, and attend client meetings as needed. Maintain rigorous documentation standards while obtaining necessary approvals for all administrative tasks. Support the Private Advisor team by delivering top-quality service and attending required compliance training.