Private Wealth Management Client Relationship Analyst
No visa sponsorship
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing daily client interactions, executing transactions, and handling administrative tasks.
Role type
Client Relationship Analyst (Private Wealth Management)
Builds
Client trust and advisor productivity through operational support
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Money movement transactions, Account balance reporting, Digital tool enrollment, Data entry, Calendar management, Expense report preparation, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, Industry experience