**Duties & Responsibilities**

Type of Role: Individual contributor, experienced

Area of Responsibility and Purview: Deliver on standards of care for Private Wealth Management clients

Role Specific Job Duties:

+ Serve as client relationship coordinator for a limited number of clients
+ Support resource to other client relationship coordinators on team, providing leverage to execute on tasks and responsibilities

Function Specific Job Duties:

+ When assigned client relationships, drive important touchpoints of engagement throughout each client’s journey
+ Ensure all minimum standards of care are achieved across client relationships assigned
+ Execute on the client engagement plan, by maintaining schedule of client meetings and proactive touch points
+ Assist with advice team preparation and follow-up activities for client meetings, as necessary
+ Help manage the proactive outreach to clients by advisors, trust officers, ...