Client Relationship Support Specialist

PowerToFly; Indianapolis (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Diversity and inclusion initiatives

Job summary

PowerToFly is hiring a Client Relationship Analyst in Indianapolis, Indiana. This role involves providing exceptional service to clients and supporting Financial Advisors through daily interactions. Key responsibilities include cultivating client relationships, executing transactions, and educating clients on digital tools.

The ideal candidate should possess a detail-oriented mindset, advanced Microsoft Office skills, and effective communication abilities, with a High School Diploma required and a college degree preferred.

Qualifications

• High School Diploma/Equivalency required.
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses.
• Industry experience is a plus.

Responsibilities

• Provide service coverage for a Financial Advisor or team.
• Support in cultivating client relationships.
• Assist in executing money movement transactions.
• Educate clients on digital tools.
• Perform clerical tasks directed by clients or the team.

Skills

Detail orientated

Advanced Microsoft Office skills

Exceptional writing skills

Interpersonal skills

Time management skills

Team collaboration

Adaptability

Education

High School Diploma

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

PowerToFly is hiring a Client Relationship Analyst in Indianapolis, Indiana. This role involves providing exceptional service to clients and supporting Financial Advisors through daily interactions. Key responsibilities include cultivating client relationships, executing transactions, and educating clients on digital tools.

The ideal candidate should possess a detail-oriented mindset, advanced Microsoft Office skills, and effective communication abilities, with a High School Diploma required and a college degree preferred.