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, assisting with research and meeting materials, supporting digital tools and marketing, and handling administrative tasks such as scheduling, travel, expense reports, and document filing. 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. The expected base pay is $35,152 to $90,000 per year.
