Analyst
Description : Role / Responsibilities :
Core Values : Maintain complete confidentiality and first-class professionalism at all times.Exhibit Clients' Core Values : Do the Right Thing, Put Clients First, Lead with Exceptional Ideas, Commit to Diversity and Inclusion and Give Back.
Demonstrate sincere collegiality with team and commitment to delivering a polished, sophisticated experience for clients / prospects.
Strategic Planning for Briefings : Serve as an initial touchpoint for the client with Strategic Client Development (SCD) by providing Guidelines and Questionnaire immediately following indication of interest for Briefings.
Schedule Discovery Calls with Advisors, coordinating with SCD team calendar. Summarize Discovery Calls with detailed notes for the Business Unit, and proposed agenda for Advisors.
Create Briefing Memos to inform senior speakers, including client background, discussion topics and competitive intelligence.
Create client facing materials including Agenda and Speaker Bio pack.Diligence Planning for Briefings : Coordinate with Prospect Management and Client Coverage for initial diligence.
Submit requests for Corporate Security Reports, as needed, and be proactive in follow up to ensure timely risk review / approvals.
Logistical Planning for Briefings : Communicate and ensure compliance with latest Firm / Building guidelines as relates to advisor / guest entry to Headquarters.
Reserve conference rooms for Briefings. Place food / beverage orders, in line with advisor expectations.Ensure professional welcome experience for advisors / clients / guests by coordinating Building entry / lobby passes, and guest wifi.
Manage room set up day of Briefing.Coordinate supply orders for and assemble Welcome package.Client Access CoordinationManage request, prioritization and distribution processes for select sporting and entertainment events.
Coordinate with Marketing on budgeting and distribution process for tickets. Maintain certain tracking logs.Coordinate with Cybersecurity and Region / Branch for select speaking requests for Cybersecurity.
Coordinate with Marketing for client bios for select events.Relationship Identification & Client Coverage Analysis.Support Prospect Management & Client Coverage team by executing connectivity account verification to determine existing accounts or relationships with key companies.
They will also be responsible for helping to create individual and company profiles.
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