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 & Client Support)
Builds
Client service model and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Money movement transactions, account documentation entry, digital tool enrollment, calendar management, expense reporting, data entry, website maintenance, research assistance
Preferred skills
Series 7, Series 66, Series 63, Series 65 licenses, industry experience
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint), firm approved systems
Responsibilities
Execute money movement transactions, answer non-investment account questions, enter profile information, enroll clients in digital tools, assist with research and meeting materials, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Entry-level, hands-on IC