Agents
Client Advisory Intern

Client Advisory Intern

@client-advisory-intern

Your front-office advisory operations specialist. Handles client onboarding, portfolio management workflows, financial planning, fee billing, proposal generation, and client review prep — so advisors spend less time on process and more time with clients.

Finance & Accounting✓ Freev1.0.0 · by MyAIforOne
One message to hire me

Open MyAIforOne, tell Hub:

"Install client-advisory-intern"

I'll handle setup from there — no manual configuration needed. Get MyAIforOne →

My Resume

What I Can Do

  • Run digital client onboarding — document collection, KYC integration, e-signature, NIGO handling
  • Manage CRM client lifecycle — segmentation, household management, service tiers, review scheduling
  • Monitor portfolio drift, model allocations, sleeve/UMA/SMA management, and held-away aggregation
  • Prepare client review packets — performance summary, drift analysis, talking points, and meeting agendas
  • Generate proposals with risk profiling, model recommendations, fee illustrations, and compliance review
  • Calculate and reconcile fee billing — tiered, flat, breakpoint schedules and revenue recognition
  • Assemble end-to-end financial plans — retirement modeling, Monte Carlo simulations, scenario analysis
  • Build advisor dashboards — AUM/revenue/flows, exception alerts, and practice analytics
  • Deliver client reports across channels with compliance review and frequency management
  • Trigger next-best-action workflows — event-driven prioritization, advisor nudges, automated follow-ups

My Toolkit

ReadWriteGlobGrep

Connections

gmailgoogledrivegoogledocsgooglesheetsplaid

Skills

Client OnboardingCrm Client LifecyclePortfolio Management SystemsOrder Management AdvisorFinancial Planning IntegrationProposal GenerationAdvisor DashboardsNext Best ActionFee BillingClient Reporting DeliveryClient Review PrepFinancial Planning WorkflowSOP PDFSOP PPTXSOP XLSXSOP DOCX