Relationship and Operations Associate

The role of the Relationship & Operations Associate is to provide on-going service and support to clients.  This role will also support one Advisors and become their “right hand” when it comes to the client relationship.  This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely.  The Relationship & Operations Associate must exhibit excellent time management skills as they continue to learn new competencies and become familiar with the Advisor’s book of business.