Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing client relationships, executing transactions, and handling administrative tasks.
Role type
Client Relationship Analyst (Financial Services Support)
Builds
Client trust and advisor productivity through daily support and transaction execution
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client service, money movement transactions, account data management, digital tool enrollment, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office Suite
Responsibilities
Execute money movement transactions, answer non-investment account questions, enter profile information, enroll clients in digital tools, manage calendars and travel itineraries, prepare expense reports, assist with marketing strategy
Seniority
Entry-level, individual contributor