**Essential Duties and Responsibilities**

+ Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.

+ Be the main point of contact for assigned client needs and ensure all client concerns are addressed.

+ Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.

+ Manage client referrals, ensuring smooth onboarding and integration into the firm.

+ Conduct quarterly and annual client reviews to align financial goals

+ Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
+ Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
+ Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
+ Assist...