The Relationship Associate works in partnership with a team of client professionals providing
exceptional wealth management, family office, investment advisory and trust services to
clients.
Primary Duties and Responsibilities
Client Service:
• Oversee activities that support the client relationship team in daily account and business
practices
• Attend periodic client meetings; follow up with clients and team members on outstanding
client service items
• Provide excellent client service; respond to day-to-day inquiries and interactions with clients
and other client service team members; assist in the research of client solutions.
Wealth Strategies:
• Assist senior Wealth Strategists and other client service team members in developing and
servicing client specific financial plans
• Correspond with clients to obtain necessary information for financial plan development.
review client source materials
• Initial input of information into planning software for analysis and development of client
presentation materials
• Participate in wealth strategies team meetings and collaborate with colleagues to improve
efficiency of wealth strategies processes and deliverables
Investment Management:
• Assist with the preparation of customized cash flow and investment portfolio review reports
and presentations for current and prospective clients
• Conduct periodic compliance reviews of client accounts, statements and reports including
completion of annual administrative and investment reviews; ensure all required.
documentation is on file and that account coding items are correct.
• Assist with the evaluation and preparation of documentation for alternative investments
• Prepare reports to illustrate asset allocation and transition plans for existing and prospective
clients
• Analyze prospective and current client investment strategies and individual asset positions
relative to firm recommendations and, when necessary, develop recommendations for
adjustments