Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Duties include supporting client relationship enhancement, executing transactions, answering non-investment related questions, assisting with account documentation, and educating clients on digital tools.
The role also involves administrative support such as managing calendars, coordinating meetings, preparing materials, and handling inbound/outbound calls.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
Skills & Requirements
Must-have
Exceptional client service
Support Financial Advisors
Execute money movement transactions
Digital tools enrollment
Advanced Microsoft Office skills
Superior organizational skills
Nice-to-have
Client first mindset
Strong interpersonal skills
Ability to collaborate
Goal oriented and self-motivated
Key Requirements
High School Diploma/Equivalency
Willingness to obtain Series 7 and Series 66/63/65 licenses