Private Wealth Client Service & Relationship Specialist

PowerToFly; Chesterfield; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in Chesterfield is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. The role involves handling client inquiries, executing transactions, and assisting with administrative tasks. The ideal candidate should exhibit strong organizational and communication skills, and a willingness to obtain necessary licensing. This role offers a collaborative work environment with opportunities for professional growth.

Benefits

Comprehensive employee benefits

Opportunities for professional growth

Supportive work environment

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65.

Responsibilities

• Support FAs/PWAs in client relationship management.
• Execute money movement transactions.
• Educate clients on digital tools.
• Answer inbound and make outbound calls.
• Maintain calendars and coordinate meetings.

Skills

Detail oriented

Organizational skills

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial services firm in Chesterfield is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. The role involves handling client inquiries, executing transactions, and assisting with administrative tasks. The ideal candidate should exhibit strong organizational and communication skills, and a willingness to obtain necessary licensing. This role offers a collaborative work environment with opportunities for professional growth.