Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors by managing daily client interactions, executing transactions, and handling administrative tasks.
Role type
Client Relationship Analyst (Administrative Support)
Builds
Client service model and advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Money movement transactions, account data entry, digital tool enrollment, calendar management, expense reporting, travel itinerary management, general office support, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information, educate clients on digital tools, assist with research and meeting materials, manage calendars and travel itineraries, prepare expense reports, handle general office support functions
Seniority
Entry-level, individual contributor