Associate Relationship Advisor

Manage a portfolio of wealth management clients by coordinating account management, responding to service requests, and maintaining proactive written and verbal client communication. Develop a deep understanding of clients’ needs, goals, and applicable governing documents, while building working knowledge of advisory services, fiduciary duties, trust and tax law, capital markets, banking products, and prudent investment principles. Support business development efforts through presentations and relationship building with referral sources and centers of influence.