Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions
Job Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Key responsibilities include executing money movement, answering non-investment related questions, assisting with account documentation, and educating clients on digital tools.
The role requires strong organizational skills, advanced Microsoft Office proficiency, exceptional interpersonal and client service skills, and the ability to work in a fast-paced environment.
Matching Summary
Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular interactions.
Skills & Requirements
Must-have
Client service coverage
Money movement transactions
Digital tools education
Client meeting preparation
Inbound and outbound calls
Calendar and meeting management
Advanced Microsoft Office skills
Nice-to-have
Client-first mindset
Goal-oriented and self-motivated
Adaptable and multi-tasking ability
Key Requirements
High School Diploma/Equivalency
College degree preferred
Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses