Registered Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/teams by managing account transactions, onboarding, and administrative tasks.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client accounts, transaction records, and support materials for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance), money movement transactions, account onboarding, digital tools enrollment, data entry, calendar management, expense reporting, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, 2+ years industry experience, college degree
Technologies
MSOnline, eSign, eAuthorization, firm approved systems