Registered Client Relationship Analyst
No visa sponsorship
Core
Provide exceptional service to clients and support Financial Advisors/teams by managing client accounts, executing transactions, and handling administrative tasks.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client accounts, transaction records, and support materials for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement transactions, 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