Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Wealth Advisor teams on a daily basis by building trusted relationships and handling account operations.
Role type
Client Relationship Analyst (Administrative & Client Support)
Builds
Client accounts, financial planning materials, meeting logistics, and expense reports
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
money movement transactions, account data entry, digital tool enrollment, calendar management, travel itinerary management, expense report preparation, general administrative support
Preferred skills
industry experience, Series 7/66/63/65 licenses, advanced Microsoft Office skills
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information, assist with research and portfolio reporting, support marketing strategy, manage calendars and travel logistics, prepare expense reports
Seniority
Entry-level / Individual Contributor