Job Description 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.