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 accounts, transaction records, and administrative support for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account administration, digital tool enrollment, data entry, calendar management, expense reporting
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, 2+ years industry experience, college degree
Technologies
Microsoft Office (Word, Excel, Outlook, PowerPoint), MSOnline, eSign, eAuthorization
Responsibilities
Execute money movement transactions, answer non-investment account questions, onboard and maintain client accounts, enter orders, manage calendars and travel itineraries, prepare expense reports, assist with marketing strategy and research materials
Seniority
Individual Contributor, entry to mid-level