Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing client relationships, 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 documentation entry, Digital tools enrollment, Calendar management, Expense report preparation, Data entry
Preferred skills
Investment portfolio research, Marketing support, Website maintenance
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, Answer general non-investment account questions, Enter profile information, Educate clients on digital tools, Assist with data entry for new accounts, Manage calendars and travel itineraries, Prepare expense reports
Seniority
Entry-level, support staff