Provide client service to a team of 2-3 Managing Directors, Trust Advisors, Client Advisors and/or Investment Strategists managing a portfolio of high net worth clients with complex (mix of banking, lending and/or investment needs) servicing needs.
Primary support activities include proactive client service; onboarding, investment, trust and banking needs, operational processes including account opening/closing/maintenance and wires, proactive sales support activities for sales professionals, development of key partnerships in other businesses. Document handling and preparation of general correspondence to customers (internal memos, financial data and asset record spreadsheets using trust application data), client presentation using Microsoft Office Suite and/or other Private Wealth Management software, and internal committee reports. Will interface with client, typically via telephone however at times in person and with via written communication. Support advisors’ sales and client retention goals, identifying relationship deepening and enhanced client service opportunities. Required relationship skills including recognize relationships at risk and notify the appropriate relationship manager. Strong product and procedural knowledge.