- Assist in preparation for client meetings and participation in those meetings
- Track and document client activities in appropriate software and work directly with clients on follow-up items from meetings or on new initiatives
- Communicate directly with clients in a professional manner
- Manage all aspects of relationship for smaller, less complex clients
- Provide basic financial and investment advice within the company framework
- Network with current referral professionals and begin building a professional network of one’s own to expand and complement current referral resources
To apply for this job please visit www2.pcrecruiter.net.