Wealth Management Account Opening Process

This task involves the client initiating the account opening request. It is the first step in the wealth management account opening process. The client will indicate their interest in opening an account and provide any initial information required. The task's role is to gather the client's contact information, understand their goals, and assess their suitability for a wealth management account. The desired result is to have all the necessary information to proceed with the account opening process. The challenge in this task may be the need to follow up with the client for any missing information or clarification. The required resources for this task include a computer or phone to communicate with the client and access to the account opening forms.