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. Independent judgment is required in order to plan, prioritize, and organize diverse workload. Work is frequently performed with limited direct supervision. The incumbent provides the highest quality of service to every customer. Essential Functions: Assists in business development to further support the Emerging Investor Market’s portfolio; assistance may incl