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 account administration.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client trust and account stability for Financial Advisor teams
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account onboarding, digital tool enrollment, data entry, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7/66/63/65 licenses, 2+ years industry experience, college degree
Technologies
MS Online, eSign, eAuthorization, firm approved systems