The Role
Client Account Administration
Facilitate end-to-end client onboarding, including account and policy opening and fundingMaintain and update client records across Client Relationship Management (CRM) and business platformsProcess account changes and update account-level instructionsEnsure timely and accurate documentation collection, verification, and recordkeepingSupport portfolio rebalancing activities and model implementationAct as a liaison between custodians, vendors, and internal teamsTrack and resolve account issues, services requests, and operational exceptionsSupport integration and data flow between systems (CRM, platform technology, reporting tools)Advisor & Broker Support
Partner with advisors and brokers to deliver excellent client serviceAddress operational inquiries in a timely and professional mannerResolve issues and concerns and a...