Registered Client Relationship Analyst
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account transactions, onboarding, and daily operational needs.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client accounts, transaction records, and support materials for Financial Advisor teams
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement transactions, account onboarding, data entry, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7, Series 66, or Series 63/65 licenses, 2+ years industry experience, college degree
Technologies
MSOnline, eSign, eAuthorization, firm approved systems
Responsibilities
Execute money movement transactions, onboard and maintain client accounts, answer general non-investment account questions, manage calendars and travel itineraries, prepare expense reports, assist with research and meeting materials
Seniority
Entry-level to Mid-level, hands-on IC