Client Relationship Specialist - Wealth Services Support

PowerToFly; West Des Moines (IA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Career advancement opportunities

Supportive work environment

Job summary

A leading financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional support to clients and Financial Advisors. The role focuses on building client relationships, executing transactions, and managing client account details. Candidates should have strong interpersonal skills, knowledge of financial products, and proficiency in Microsoft Office. This role offers an opportunity to grow in a dynamic and fast-paced environment with a focus on client service.

Qualifications

• Two or more years of industry experience preferred.
• Detail orientated with superior organizational skills and ability to prioritize.

Responsibilities

• Support FA/PWA in cultivating client relationships.
• Execute money movement transactions for clients.
• Educate clients on digital tools.
• Onboard and maintain client accounts.

Skills

Knowledge of financial services products

Detail orientated

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Ability to multitask

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

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

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional support to clients and Financial Advisors. The role focuses on building client relationships, executing transactions, and managing client account details. Candidates should have strong interpersonal skills, knowledge of financial products, and proficiency in Microsoft Office. This role offers an opportunity to grow in a dynamic and fast-paced environment with a focus on client service.