Registered Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/teams by managing client relationships, executing transactions, and handling account administration.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client trust and advisor productivity through daily operational support
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial products knowledge, transaction execution, account administration, digital tool enrollment, data entry, calendar management, expense reporting
Preferred skills
Series 7/66/63/65 licenses, 2+ years industry experience, college degree
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, answer non-investment account questions, onboard and maintain client accounts, manage advisor calendars and travel itineraries, prepare expense reports, assist with marketing strategy and research materials
Seniority
Individual Contributor, entry to mid-level