Client Relations & Admin Specialist

711 MS Smith Barney, LLC; Birmingham (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

711 MS Smith Barney, LLC is seeking Client Relationship Analysts to deliver exceptional service to clients while supporting Financial Advisors. Your key responsibilities include managing client relationships, executing transactions, and providing administrative support.

The ideal candidate will have a high school diploma, strong interpersonal skills, and a willingness to pursue financial certifications. This position requires advanced Microsoft Office skills and the ability to thrive in a fast-paced environment.

Qualifications

• High School Diploma/Equivalency with a college degree preferred.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 certifications.
• Detail-oriented with exceptional organizational skills.

Responsibilities

• Support FA/PWA/team with client relationships and transactions.
• Educate clients on digital tools and assist with account documentation.
• Manage calendar and schedule meetings for FAs/PWAs.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing

Interpersonal skills

Strong time management

Ability to multi-task

Team player

Education

High School Diploma/Equivalency

College degree preferred

Industry experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

711 MS Smith Barney, LLC is seeking Client Relationship Analysts to deliver exceptional service to clients while supporting Financial Advisors. Your key responsibilities include managing client relationships, executing transactions, and providing administrative support.

The ideal candidate will have a high school diploma, strong interpersonal skills, and a willingness to pursue financial certifications. This position requires advanced Microsoft Office skills and the ability to thrive in a fast-paced environment.