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Client Associate
Ref No.: 19-10146
Location: Nashville, Tennessee
Role Purpose:A Client Associate services clients and provides operational and administrative support to Financial Advisors.Key Responsibilities:* Educate clients on account services and capabilities* Input data in to financial planning tools* Assist with the preparation of reports and other materials for client meetings* Ensure appropriate documentation is collated for new accounts and service requestsKey Deliverables:* Leverage communications channels to enhance relationships with clients* Maintain management systems with up to date client information* Organize logistics for team marketing events and maintain marketing materials* Provide team with calendar detailing daily, weekly and monthly activitie* Identify service opportunities for clients