This teammate is accountable for maintaining and developing existing relationships, and managing investment portfolio performance. Assists with business development, including making business development calls to prospective clients, within the emerging investor market. In addition, provides support as it relates to account administration, maintenance, and recordkeeping for investment accounts. Essential Functions: Assists in business development to further support the Emerging Investor Market’s portfolio; assistance may include, but is not limited to: Aiding in the development of marketing, business development and retention strategies for prospects and clients Calling on prospective and current clients to identify needs and/or
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