Client Relationship & Support Analyst

PowerToFly; Hudson (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Support for work-life journey

Job summary

PowerToFly is seeking a Client Relationship Analyst in Hudson, Ohio. This role involves providing exceptional service to clients and supporting Financial Advisors and teams daily. The ideal candidate should have a high school diploma, with a preference for a college degree, along with strong interpersonal skills and proficiency in Microsoft Office. Responsibilities include cultivating client relationships, executing transactions, and assisting with various administrative tasks. Join PowerToFly for a chance to work in a collaborative environment with opportunities for growth.

Qualifications

• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Industry experience is a plus.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support FA/PWA/team in cultivating new and existing client relationships.
• Execute money movement transactions as requested.
• Answer general non-investment related questions concerning client accounts.
• Assist with data entry for key client needs.
• Participate in firm initiatives such as training or education programs.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Interpersonal skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

PowerToFly is seeking a Client Relationship Analyst in Hudson, Ohio. This role involves providing exceptional service to clients and supporting Financial Advisors and teams daily. The ideal candidate should have a high school diploma, with a preference for a college degree, along with strong interpersonal skills and proficiency in Microsoft Office. Responsibilities include cultivating client relationships, executing transactions, and assisting with various administrative tasks. Join PowerToFly for a chance to work in a collaborative environment with opportunities for growth.