**Primary Responsibilities:**

+ Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access
+ Provide trading and administrative support to portfolio managers and team members, including entering Equity, Fixed Income, and Options trades in US and global markets, and liaising with the central trading desk regarding trade instructions
+ Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all required documentation
+ Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient funds for scheduled remittances
+ Execute account maintenance (checks and wires...