Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing daily client interactions, executing transactions, 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 data entry, digital tool enrollment, calendar management, expense report preparation, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Technologies
MSOnline, eSign, eAuthorization, firm approved systems
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information, enroll clients in digital tools, manage calendars and travel itineraries, prepare expense reports, assist with marketing strategy
Seniority
Entry-level, hands-on IC