Client Relationship Analyst
On-siteTulsa, Oklahoma, United States
Tulsa, Oklahoma, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Support Financial Advisor(s) and Private Wealth Advisor(s) teams by executing money movement transactions, answering non-investment account questions, and entering profile information or pre-filling documentation. Cultivate client relationships through regular interactions, educate clients on digital tools, and assist with research, portfolio holdings reporting, and marketing strategy support. Manage inbound and outbound calls, coordinate meetings with logistics, maintain travel itineraries, and prepare expense reports. Stay current on policies and procedures while participating in firm training and special projects.
Required Qualifications
- High School Diploma/Equivalency
- College degree preferred
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Detail orientated with superior organizational skills and ability to prioritize
- Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Desired Qualifications
- Industry experience is a plus
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