Client Relationship Coordinator - Private Wealth

Serve as an individual-contributor client relationship coordinator for a limited portfolio of Private Wealth Management clients, owning key engagement touchpoints across each client journey. Maintain client meeting schedules and proactive outreach, prepare and support advisor meeting workflows, and ensure minimum standards of care and a consistently excellent client service experience. Use Salesforce CRM to track all client activities and manage client event requests while following corporate, operational, and regulatory guidance.