Relationship Manager

Purpose of Position   Deliver client service and support that consistently exceeds expectations. Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences. Execute actions to establish new accounts or maintain existing accounts accurately and on time. Coordinate projects, training, and development of improved office procedures. Manage multiple projects professionally, oversee objectives, and ensure quality control while serving as an extension of advisors and upholding pride in client support.    Essential Functions  

Client & Advisor Support: Provide white-glove communication to clients and advisors through phone, email, and meetin