Client Relationship Specialist - Financial Services

PowerToFly; Boston (MA); On-site; USD 31,200 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Diverse and inclusive work environment

Job summary

A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college degree. Experience with financial services products and advanced Microsoft Office skills are important. The compensation is competitive, with annual base pay ranging from $31,200 to $90,000 depending on experience. The firm values diversity and is committed to maintaining a high standard of excellence.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred for this role.
• Two or more years of industry experience is preferred.

Responsibilities

• Provide service coverage for Financial Advisor/Private Wealth Advisor teams.
• Assist with onboarding and maintaining client accounts.
• Support the FA/PWA/team marketing strategy and provide client support.

Skills

Strong interpersonal skills

Detail oriented

Problem-solving skills

Advanced Microsoft Office skills

Time management skills

Ability to work in a fast-paced environment

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7 and Series 66 or Series 63 and Series 65

Job description

A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college degree. Experience with financial services products and advanced Microsoft Office skills are important. The compensation is competitive, with annual base pay ranging from $31,200 to $90,000 depending on experience. The firm values diversity and is committed to maintaining a high standard of excellence.