KPB Client Relationship Assoc

Client Relationship Associate helps the Relationship Manager and field team manage a client book, onboard new clients, and expand/retain relationships. Responsible for proactive outreach, preparing sales materials and wealth reviews, coordinating internal/external meetings, handling onboarding data in WD/Salesforce, opening new deposit accounts, lending operations support, and providing financial planning assistance to advisors and clients. Ensures data quality in CRM, supports client communications (events, whitepapers, follow-ups), educates clients on digital resources, and seeks opportunities to improve the client experience. Travel as needed; role follows a hybrid in-office/remote setup with emphasis on coordinating with the relationship team to grow revenue and maintain client satisfaction.