Description
The Client Relationship Analyst supports Financial Advisors, Private Wealth Advisors, and their teams by managing client relationships, executing money movements, answering account questions, maintaining client documentation, assisting with research and meeting materials, supporting digital tools and marketing, 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, strong organization and client-service skills, advanced Microsoft Office proficiency, and willingness to obtain relevant securities licenses; a college degree and industry experience are preferred.
