Client Relations Specialist — Wealth Advisory Support

PowerToFly; Leawood (KS); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Work-life balance support

Job summary

A leading financial services firm is seeking a Client Relationship Analyst to provide outstanding service to clients and support Financial Advisors. The role involves building client relationships, assisting with transactions, and managing various administrative tasks. Candidates should have a High School Diploma, with a college degree preferred. Strong organizational and Microsoft Office skills are essential for success in this dynamic environment.

Qualifications

• High School Diploma required, college degree preferred.
• Willingness to obtain Series 7, Series 66/63, or Series 65 licenses is needed.
• Industry experience is a plus.

Responsibilities

• Provide client support by building trusted relationships.
• Assist with transactions and client inquiries.
• Enter account data and prepare materials for meetings.
• Manage schedules and assist with administrative tasks.

Skills

Detail oriented

Organizational skills

Client service skills

Time management

Microsoft Office skills

Team collaboration

Adaptability

Education

High School Diploma

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial services firm is seeking a Client Relationship Analyst to provide outstanding service to clients and support Financial Advisors. The role involves building client relationships, assisting with transactions, and managing various administrative tasks. Candidates should have a High School Diploma, with a college degree preferred. Strong organizational and Microsoft Office skills are essential for success in this dynamic environment.