Description
The Registered Client Relationship Analyst provides client-facing support to Financial Advisors, Private Wealth Advisors, and their teams by handling account information, money movements, onboarding, documentation, digital-tool enrollment, research, reporting, and administrative coordination. 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. It reports to a Business Service Officer and offers an expected base salary of $72,500 to $85,000 per year.
