Description
The Client Relationship Analyst supports Financial Advisors, Private Wealth Advisors, and their teams by managing client relationships, executing money movements, maintaining and onboarding client accounts, entering orders and documentation, providing account information, supporting marketing and research, and handling administrative tasks such as calls, calendars, travel, expense reports, and filing. The role requires a high school diploma or equivalency, preferably a college degree and two or more years of industry experience, along with financial-services knowledge, Microsoft Office proficiency, strong organizational and client-service skills, and the ability to work in a fast-paced environment.
