Client Advisors are assigned to managing, retaining and expanding a book of business of large, relationships. The role is responsible for ensuring compliance with all regulatory rules and internal procedures. Each client managed should have a detailed financial plan that outlines their goals and objectives that is updated and maintained on an annual basis. The role is responsible for expanding existing relationships by obtaining new assets to the existing relationships and obtaining outside referrals. The Client Advisor position is also responsible for obtaining new relationships to the Investment Management and Trust group. Business development occurs through properly managing the book of business as well as referrals from bank partners and centers of influence. Requires a comprehensive knowledge of financial planning and personal fiduciary trust principles including litigation; skill in maintaining effective relationships, communicating technical ideas and concerns, and the ability to work closely with team members to deliver a full array of integrated solutions and meet client expectations.
Essential Job Responsibilities
1. Manages, retains and expands a book of client relationships. Develops strong personal relationships with the book of business via client service, account administration, interaction and entertainment.
2. Administers accounts ensuring efficient and accurate processing of account activity. Responsible for the oversight and compliance of book of business accounts.
3. Develops and maintains effective communication with clients, prospects and support areas - including in-person meetings, telephone and written communication.
4. Expand existing book of business to increase AUM and banking services.
5. Develop new business relationships via referrals from existing book of business, internal business partner referrals and centers of influence.
6. Maintain a new business and expansion pipeline.
7. Assists with onboarding new accounts to include accurate account set up and asset transfers.
8. Assists with all activities related to the administration and asset management of assigned accounts, ensuring accounts comply with legal documents.
9. Works with bank wealth partners to effectively communicate planning and investment strategies.
Bona Fide Occupational Qualifications
1. Bachelor's Degree in Business, Accounting, or related field preferred. Must be knowledgeable in Account Administration. CFP, CTFA, CPA preferred.
2. A minimum of five (5) years related experience preferred.
3. Financial Planning software and capabilities.
4. Strong personal and sales skills required.
5. A valid driver's license and regional travel required.
