Wealth Advisory Client Support Specialist

This role serves as an integral member of the Wealth Advisory team, acting as a primary point of contact for clients while collaborating with Wealth Advisors to deliver exceptional service. The position involves supporting client relationship retention and expansion strategies, managing high-quality customer service inquiries, and assisting with the preparation and documentation of client meetings. Additionally, the role requires maintaining accurate client data within CRM systems and supporting the advisory team with various operational tasks and special projects.