Client Services & Relationship Specialist

PowerToFly; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Job summary

PowerToFly is looking for a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in a dynamic environment. Responsibilities include enhancing client relationships, managing documentation, and assisting with administrative tasks.

The ideal candidate will possess a High School Diploma and strong interpersonal skills. A willingness to obtain certifications like Series 7 and 66 is a plus. Join a diverse team committed to excellence and comprehensive employee benefits.

Qualifications

• High School Diploma/Equivalency is required.
• Willingness to obtain Series 7, 66, 63, or 65 licenses.
• Detail oriented with superior organizational skills.

Responsibilities

• Support the FA/PWA/team in enhancing client relationships.
• Manage inbound and outbound calls related to client scheduling.
• Assist with client account documentation and data entry.

Skills

Detail orientated

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

PowerToFly is looking for a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in a dynamic environment. Responsibilities include enhancing client relationships, managing documentation, and assisting with administrative tasks.

The ideal candidate will possess a High School Diploma and strong interpersonal skills. A willingness to obtain certifications like Series 7 and 66 is a plus. Join a diverse team committed to excellence and comprehensive employee benefits.