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 profile and account information, educating clients on digital tools, preparing 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, industry experience, and Series 7, 66, 63, and 65 licensing willingness preferred or required.
