Wealth Client Services Analyst

PowerToFly; Beavercreek (OH); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for personal growth

Collaborative team environment

Job summary

A financial services firm is looking for a Client Relationship Analyst based in Beavercreek, Ohio. The ideal candidate will provide exceptional client service and support to financial advisors. This role emphasizes strong interpersonal and organizational skills, as well as administrative support tasks. Candidates should hold at least a High School Diploma, with a preference for college degrees, and be willing to obtain necessary financial licenses. The position offers opportunities for personal and professional growth while working in a collaborative environment.

Qualifications

• High School Diploma or equivalent is required.
• College degree preferred with industry experience as a plus.
• Willingness to obtain Series 7 and Series 66 licenses.

Responsibilities

• Support the FA/PWA/team in cultivating client relationships.
• Execute money movement transactions and answer questions.
• Assist with data entry and client account documentation.

Skills

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management

Team player

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A financial services firm is looking for a Client Relationship Analyst based in Beavercreek, Ohio. The ideal candidate will provide exceptional client service and support to financial advisors. This role emphasizes strong interpersonal and organizational skills, as well as administrative support tasks. Candidates should hold at least a High School Diploma, with a preference for college degrees, and be willing to obtain necessary financial licenses. The position offers opportunities for personal and professional growth while working in a collaborative environment.