Description
The Registered Client Relationship Analyst supports Financial Advisors, Private Wealth Advisors, and their teams by providing client service, executing money movements, maintaining and onboarding client accounts, entering orders and documentation, educating clients on digital tools, preparing meeting materials, and handling administrative tasks such as calendars, travel, expense reports, and in-office support. The role requires a high school diploma or equivalent, active Series 7, Series 66 or Series 63 and Series 65 registrations, and two or more years of industry experience is preferred; applicants must be authorized to work in the United States without visa sponsorship.
