Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by handling daily client needs, executing transactions, and managing 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 balance inquiries, Profile data entry, Digital tool enrollment, Expense report preparation, Calendar management, Travel itinerary management, General office support (copying/filing/scanning), Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, Industry experience