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 service and administrative support specialist
Builds
Client relationships and advisor productivity
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
money movement transactions, account data management, digital tool enrollment, expense report processing, calendar management, travel itinerary coordination, general office support, data entry, marketing support
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, industry experience
Technologies
Microsoft Office (Word, Excel, Outlook, PowerPoint), MSOnline, eSign, eAuthorization, Zoom
Responsibilities
Answering inbound/outbound calls, managing calendars and travel logistics, preparing expense reports, assisting with account documentation and data entry, supporting advisor marketing strategies, participating in firm training initiatives
Seniority
Entry-level, individual contributor