Registered Client Relationship Analyst
No visa sponsorship
Core
Provide exceptional service to clients and support Financial Advisors/teams by managing client relationships, executing transactions, and handling administrative tasks.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client trust and operational support for Financial Advisor teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account management, digital tool enrollment, data entry, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7, Series 66/63/65 licenses, 2+ years industry experience, college degree