• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met. • Facilitate the onboarding of new clients and ensure smooth transitions. • Attend annual review meetings with financial advisers and lead quarterly check-ins with clients. • Provide exceptional service, exceeding client expectations and delivering meaningful value. • Address client inquiries with clarity and professionalism. • Act as a liaison between clients and financial advisers, ensuring effective communication. • Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests. • Continuously seek ways to enhance client experiences and improve service delivery.