Wealth Client Relations Analyst

PowerToFly; Farmington Hills (MI); Presencial; USD 45 000 - 60 000; Tempo integral

Resumo da oferta

PowerToFly is seeking a Client Relationship Analyst in Farmington Hills, Michigan. This role involves providing excellent service to clients and supporting Financial Advisors in managing client accounts. The successful candidate will demonstrate strong interpersonal skills and attention to detail.

Job responsibilities include supporting marketing strategies, managing calendars, and assisting with financial planning tasks. Applicants should have a high school diploma, with a college degree preferred, and a willingness to acquire relevant licenses.

Qualificações

• High School Diploma/Equivalency required.
• Willingness to obtain Series 7, Series 66, or Series 63 and Series 65 licenses.
• Ability to work in a fast-paced, evolving environment.

Responsabilidades

• Support the FA/PWA/team in cultivating client relationships.
• Execute money movement transactions as per client requests.
• Maintain client accounts and perform clerical tasks.

Conhecimentos

Advanced Microsoft Office skills

Exceptional writing skills

Detail oriented

Strong time management skills

Team player

Formação académica

High School Diploma/Equivalency

College degree preferred

Descrição da oferta de emprego

PowerToFly is seeking a Client Relationship Analyst in Farmington Hills, Michigan. This role involves providing excellent service to clients and supporting Financial Advisors in managing client accounts. The successful candidate will demonstrate strong interpersonal skills and attention to detail.

Job responsibilities include supporting marketing strategies, managing calendars, and assisting with financial planning tasks. Applicants should have a high school diploma, with a college degree preferred, and a willingness to acquire relevant licenses.