Description
The Registered Client Relationship Analyst provides client-facing support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include account and profile administration, money movement transactions, client onboarding, order entry, account information, digital-tool enrollment, research, meeting materials, calendar and travel coordination, expense reporting, and general in-office support. The role requires a high school diploma or equivalent, active Series 7, Series 66, Series 63, and Series 65 licenses, and two or more years of industry experience is preferred. The position reports to a Business Service Officer and offers a salary range of $35,360 to $90,000 per year, with possible discretionary incentive compensation and comprehensive benefits.
