Description
The Client Relationship Analyst supports Financial Advisors, Private Wealth Advisors, and their teams by managing client relationships, executing money movements, answering account questions, entering client information, assisting with research and meeting materials, supporting marketing and business-plan activities, and providing administrative support such as scheduling, travel, expense reporting, and document handling. The role reports to a Business Service Officer and requires a high school diploma or equivalent, with a college degree preferred and industry experience a plus.
