Client Experience & Onboarding Specialist

PowerToFly; Orland Park (IL); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Discretionary bonus opportunities

Paid time off including parental leave

401(k) plan

Short/Long Term Disability

Job summary

A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in nurturing client relationships. This role requires strong interpersonal skills, familiarity with financial services products, a high school diploma, and relevant certifications. The successful candidate will assist clients with transactions and inquiries, manage schedules, and maintain documentation. Join a diverse team committed to empowering clients and employees while offering comprehensive benefits.

Qualifications

• High School Diploma/Equivalency required.
• Active Series 7 and Series 66 or Series 63 and Series 65 certifications.
• Two or more years of industry experience preferred.

Responsibilities

• Support Financial Advisor in enhancing client relationships.
• Execute money movement transactions for clients.
• Educate clients on digital tools.
• Manage calendars and coordinate meetings.
• Maintain travel itineraries and prepare expense reports.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Able to multitask

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, 66 or 63 and 65 certifications

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in nurturing client relationships. This role requires strong interpersonal skills, familiarity with financial services products, a high school diploma, and relevant certifications. The successful candidate will assist clients with transactions and inquiries, manage schedules, and maintain documentation. Join a diverse team committed to empowering clients and employees while offering comprehensive benefits.