Registered Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/teams by managing client relationships, executing transactions, and handling account administration.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client trust and account operational efficiency for Financial Advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Money movement transactions, Account onboarding and maintenance, Digital tool enrollment, Investment account data entry, Expense report management, Calendar and travel coordination
Preferred skills
Financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance), Series 7/66/63/65 licenses, 2+ years industry experience
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, Answer general non-investment account questions, Enter profile information and pre-fill account documentation, Educate clients on digital tools, Onboard and maintain client accounts, Assist with research and material preparation for client meetings, Manage calendars, travel itineraries, and expense reports
Seniority
Individual Contributor, entry to mid-level