Wealth Client Relations Analyst

711 MS Smith Barney, LLC; Avenue (MD); On-site; USD 34,320 - 90,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

401(k) plan

Job summary

711 MS Smith Barney, LLC is seeking a Registered Client Relationship Analyst to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The role involves nurturing client relationships, executing transactions, and providing administrative support.

Candidates should have a strong background in financial services, excellent interpersonal skills, and the ability to multitask in a dynamic environment. Competitive salary and benefits are offered.

Qualifications

• Active Series7 and Series66 or Series63 and Series65 licenses required.
• Two or more years of industry experience preferred.
• Ability to work in a fast-paced, evolving environment.

Responsibilities

• Support FA/PWA/team in client relationship cultivation.
• Execute money movement transactions and answer client queries.
• Assist with onboarding and maintain client accounts.

Skills

Interpersonal skills

Client service skills

Microsoft Office skills

Organizational skills

Time management

Education

High School Diploma/Equivalency

College degree preferred

Tools

Financial services products knowledge

Job description

711 MS Smith Barney, LLC is seeking a Registered Client Relationship Analyst to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The role involves nurturing client relationships, executing transactions, and providing administrative support.

Candidates should have a strong background in financial services, excellent interpersonal skills, and the ability to multitask in a dynamic environment. Competitive salary and benefits are offered.