Client Relationship Analyst
No visa sponsorship
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 (Administrative Support)
Builds
Client service model and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Money movement transactions, account documentation entry, digital tools enrollment, calendar management, expense report processing, data entry, website maintenance, travel itinerary management
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, industry experience