Client Relationship & Admin Support Analyst

PowerToFly; Louisville (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

PowerToFly is seeking a Client Relationship Analyst in Louisville, Kentucky, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships through daily interactions, assisting clients with their needs, and supporting the business plan of advisory teams.

Ideal candidates will possess a high school diploma, strong organizational skills, and advanced Microsoft Office proficiency. The supportive environment focuses on client-first service and teamwork.

We embrace diversity and encourage all candidates to apply.

Qualifications

• Detail orientated with superior organizational skills and ability to prioritize.
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
• Exceptional writing, interpersonal and client service skills.

Responsibilities

• Supporting the FA/PWA/team to cultivate client relationships.
• Executing money movement transactions at the request of the client.
• Answering general questions concerning client accounts.

Skills

Detail orientated with superior organizational skills

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Ability to prioritize

Adaptable and ability to multi-task

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office Suite

Job description

PowerToFly is seeking a Client Relationship Analyst in Louisville, Kentucky, to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships through daily interactions, assisting clients with their needs, and supporting the business plan of advisory teams.

Ideal candidates will possess a high school diploma, strong organizational skills, and advanced Microsoft Office proficiency. The supportive environment focuses on client-first service and teamwork.

We embrace diversity and encourage all candidates to apply.