Private Wealth Management Registered Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing client relationships, executing transactions, and handling account administration.
Role type
Client Relationship Analyst (Private Wealth Management)
Builds
Client trust and advisor productivity
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account administration, digital tool enrollment, data entry, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
College degree, Series 7/66/63/65 licenses, 2+ years industry experience
Responsibilities
Execute money movement transactions, answer non-investment account questions, onboard and maintain client accounts, enter orders, manage advisor calendars, prepare expense reports, assist with marketing strategy, support business plan delivery
Seniority
Individual Contributor