Registered Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/teams by managing client relationships, executing money movement transactions, and handling account administration.
Role type
Client Relationship Analyst (Administrative Support)
Builds
Client accounts, financial plans, and support materials for advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, money movement transaction execution, account onboarding and maintenance, data entry, calendar and travel management, expense report preparation, Microsoft Office proficiency
Preferred skills
Series 7, 66, 63, or 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 non-investment account questions, prepare client meeting materials, manage calendars and travel itineraries, process expense reports
Seniority
Entry-level to Mid-level, hands-on IC