Client Relationship Analyst

About the Role

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams on a daily basis. This role builds trusted relationships through regular client interactions, with a focus on a client-first mindset.

Key Responsibilities

• Client Support:
• Provide service coverage for an FA/PWA/team.
• Support the FA/PWA/team in cultivating and enhancing new and existing client relationships.
• Execute money movement transactions at the request of the client and/or FA/PWA.
• Answer general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances.
• Enter profile information or pre-fill account documentation in a clerical capacity at the direction of the client and/or FA/PWA.
• Educate or enroll clients in digital tools (e.g., MSOnline, eSign, eAuthorization).
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc., and prepare materials for client meetings using firm-approved systems.
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams.
• Support FAs/PWAs/teams’ marketing strategy (e.g., website maintenance).
• Assist FAs/PWAs/teams in delivering against their business plan and client service model.
• Remain current on all policies, procedures, and new platforms.
• Participate in firm initiatives (e.g., training or education programs), special projects, and/or other duties directed by local management.
• Administrative Support:
• Answer inbound phone calls or make outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed).
• Manage calendars, including coordinating meetings or events with logistics such as material preparation (e.g., maintaining agendas, sending calendar invites with Zoom credentials).
• Maintain travel itineraries, prepare expense reports, and manage the reimbursement process.
• Assist with general in-office support functions such as copying, filing, and scanning documentation.
• Prepare and submit expense reports for processing at the direction of the FA/PWA.

Requirements & Tech Stack

• Advanced Microsoft Office skills: Word, Excel, Outlook, and PowerPoint.
• Tools/Platforms: MSOnline, eSign, eAuthorization.

Qualifications

• High School Diploma/Equivalency.
• College degree preferred.
• Industry experience is a plus.
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Detail-oriented with superior organizational skills and ability to prioritize.
• Exceptional writing, interpersonal, and client service skills.
• Strong time management skills.
• Team player with the ability to collaborate with others.
• Ability to work in a fast-paced, evolving environment.
• Adaptable and able to multi-task.
• Goal-oriented, self-motivated, and results-driven.