Client Advisor Assistant

Responsibilities: Client Support & Relationship Backing Support the relationship managers in managing day-to-day client interactions and service requirements. Prepare meeting materials, client presentations, and portfolio reports. Attend client meetings where required and document follow-up actions. Track and manage client requests to ensure timely and accurate execution. Serve as a secondary point of contact for operational client matters. Assist in maintaining detailed client records and documentation. Portfolio Reporting & Analysis: Support performance tracking, asset allocation analysis, and risk monitoring. Assist in preparing investment research summaries and commentary for clients. Coordinate with custodians and platform providers to obtain the required data. Ensure accuracy and consistency of all client-facing reporting materials. Execution & Operational Coordination: Support client onboarding processes, including documentation and compliance requirements. Liaise with...