In this role, you will be responsible for knowledgeable in what QuickBase can do and cannot do; be able to effectively communicate the trade-offs to clients (if any) of any technical decisions that needs to be made .
The Wealth Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner Wealth Management Advisors and Associate Wealth Management Advisors.
Will execute manual and automated installations using Microsoft tools, research problems, and proactively conduct maintenance for customers as well as contributing to enterprise projects in a Tier II-III support environment.
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
Secure necessary Branch and interdepartmental commitment of resources required to implement pre and post sales and service activities needed to facilitate sales and maintain/improve customer satisfaction.
Define and execute proactive strategies for National Accounts related to: products, services, and penetration goals; foster multi-dimensional and multi-functional, strategic relationships with key influencers and decision-makers.
Responsible for identifying client needs and ensuring needs are met by utilizing Investments, Insurance, Daily Banking, Credit or Other relevant products, in connection with client's tax, legal, and estate planning professionals.