Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing account transactions, answering non-investment questions, 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 balance reporting, Digital tool enrollment, Data entry, Calendar management, Expense report preparation, Website maintenance, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Execute money movement transactions, Answer general non-investment account questions, Enter profile information and pre-fill account documentation, Educate clients on digital tools, Assist with research and portfolio reporting, Manage calendars and travel itineraries, Prepare expense reports, Support marketing strategy and website maintenance.