Executive Client Service Associate

This position provides dedicated, exclusive, and comprehensive office, operational, sales, and service support to Executive Wealth Advisors and/or supports multiple Wealth Advisors with accumulated AUM totaling $100 million or more. The Executive Client Services Associate is responsible for performing in this role effectively and efficiently in order to maximize Executive Wealth Advisor performance, address any and all members and member clients’ needs (inbound and outbound), achieve Asset Under Management (AUM) and production (GDC) goals, and support the achievement of corporate financial and sales goals. This role also involves identifying and servicing client/member financial needs by means of cross-selling multiple financial products/services in order to meet those needs.