What are the responsibilities and job description for the Client Growth Specialist position at Madison-Davis, LLC?
Responsibilities
- Bid new business opportunities and expand existing client relationships through trust-building, thorough needs assessment, and targeted advice.
- Analyze and advise on clients' overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
- Collaborate with internal specialists to provide interdisciplinary expertise when needed.
- Cultivate relationships across all lines of business to create holistic client experiences.
- Ensure proposed solutions align with clients' objectives in the short, medium, and long term.
- Maintain adherence to risk and control policies, regulatory guidelines, and security measures.
