What are the responsibilities and job description for the High-Net-Worth Client Manager position at LourdMurray?
Responsibilities
You will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts. You will also collaborate with internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
This role requires strong interpersonal skills, organizational skills, and familiarity with eMoney or similar portfolio accounting systems. Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications is also necessary.
