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 marketing and business-plan activities, and providing administrative support such as scheduling, travel, expense reporting, and document handling. The role requires a high school diploma or equivalent, prefers a college degree and industry experience, and requires willingness to obtain Series 7, Series 66, Series 63, and Series 65 licenses.
