Registered Client Relationship Analyst
Core
Provide exceptional service to clients and support Financial Advisors/teams by managing account operations, executing transactions, and maintaining client relationships.
Role type
Client Relationship Analyst (Financial Services)
Builds
Client accounts, transaction records, and support materials for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services product knowledge, transaction execution, account onboarding, data entry, digital tool enrollment, calendar management, expense reporting, Microsoft Office proficiency
Preferred skills
Series 7, Series 66, or Series 63/65 licenses, 2+ years industry experience, college degree
Technologies
MS Online, eSign, eAuthorization, firm approved systems
Responsibilities
Execute money movement transactions, answer non-investment account questions, onboard and maintain client accounts, enter unsolicited/solicited orders, manage calendars and travel itineraries, prepare expense reports, assist with marketing strategy and research materials
Seniority
Individual Contributor, entry to mid-level