Manage client account opening, transfers, and ongoing maintenance activities, including cashiering, transfers of assets (TOAs), systematic withdrawal plans (SWPs), periodic investment plans (PIPs), registration changes, beneficiary and trusted contact updates, and charitable gifting. Technical Competencies ("What"): Independently manage client service and operational responsibilities in support of Advisors, Wealth Planning Associates (WPAs), and internal teams, including more complex client transactions, account maintenance, and service-related requests.