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