Client Success & Relationship Analyst

PowerToFly; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career development

Job summary

A leading financial services firm located in Atlanta is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor teams. The role involves building client relationships, assisting with transactions, and providing administrative support. Candidates should possess strong interpersonal skills and a detail-oriented mindset. An equivalent high school diploma is required, with a college degree preferred. This position offers a dynamic and supportive work environment that values diversity and inclusion.

Qualifications

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

Responsibilities

• Support Financial Advisor teams in client relations.
• Execute transactions for clients and relay information.
• Assist with research and prepare materials for meetings.

Skills

Interpersonal skills

Detail oriented

Organizational skills

Time management skills

Team player

Client service skills

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

A leading financial services firm located in Atlanta is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisor teams. The role involves building client relationships, assisting with transactions, and providing administrative support. Candidates should possess strong interpersonal skills and a detail-oriented mindset. An equivalent high school diploma is required, with a college degree preferred. This position offers a dynamic and supportive work environment that values diversity and inclusion.