Open and close accounts; including completing customer information on Client Central and Redtail systems, obtain account number by opening account on appropriate system, scan and submit paperwork to SalesForce, mail funds, blotter funds, submit to checks and securities folder, add to pipeline, assign tasks for anniversaries, thank you notes, investment transfer log, add to tag groups and keywords. Perform maintenance functions on Redtail: Including but not limited to address changes, closing accounts, opening accounts, adding contacts, closing contacts, notes, assigning tasks, follow-up with customer contacts.