Private Wealth Client Relationship & Service Analyst

PowerToFly; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career progression

Diverse and inclusive workplace

Job summary

A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional client support and optimize the relationship with Financial Advisors. Responsibilities include managing client accounts, assisting with financial transactions, and supporting marketing strategies. Successful candidates should have a strong knowledge of financial products and excellent interpersonal skills. This position requires a High School Diploma, relevant certifications, and preferably two years of industry experience.

Qualifications

• High School Diploma or equivalent required.
• College degree preferred and relevant financial certifications a plus.
• Two or more years of industry experience preferred.

Responsibilities

• Provide service coverage for Financial Advisors.
• Assist with onboarding and maintaining client accounts.
• Manage inbound and outbound client communications.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Education

High School Diploma/Equivalency

College degree preferred

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

Job description

A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional client support and optimize the relationship with Financial Advisors. Responsibilities include managing client accounts, assisting with financial transactions, and supporting marketing strategies. Successful candidates should have a strong knowledge of financial products and excellent interpersonal skills. This position requires a High School Diploma, relevant certifications, and preferably two years of industry experience.