Client Relationship Analyst

About the Role

Client Relationship Analysts provide exceptional service to clients and support Financial Advisors (FAs)/ Private Wealth Advisors (PWAs)/ teams daily. Through regular interactions, this role builds trusted relationships. A successful candidate will have a client-first mindset, strong interpersonal skills, and the ability to assist clients with their everyday needs.

Key Responsibilities

Client Support

• Support FAs/PWAs/teams 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 on client accounts/documents in a clerical capacity.
• 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, and preparing materials for client meetings using firm-approved systems.
• Assist with data entry for key client needs such as new account opening and financial planning.
• 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, special projects, and/or other duties directed by local management.

Administrative Support

• Answer inbound phone calls or make outbound calls, such as scheduling follow-up calls with FAs/PWAs/teams.
• Manage calendars, including coordinating meetings or events with logistics such as material prep.
• 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.

Requirements & Tech Stack

• Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint (advanced skills).
• Digital Tools: MSOnline, eSign, eAuthorization.
• Firm-approved systems for research and client meeting materials.

Qualifications

• Education: High School Diploma/Equivalency.
• Preferred: College degree.
• Industry Experience: A plus.
• Licensing: Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• Skills:
• 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.