Client Relationship Analyst
$31,200–$31,200 year
On-siteMiddleton, Massachusetts, United States
Job Summary
Support Financial Advisor(s) and Private Wealth Advisor(s) teams by cultivating client relationships, executing money movement transactions, and answering non-investment account questions. Enter profile information, educate clients on digital tools, and assist with research for portfolio holdings and meeting materials. Manage inbound and outbound calls, coordinate meetings with logistics, maintain travel itineraries, and prepare expense reports. Assist with data entry for new account openings and support marketing strategy initiatives. This role requires strong interpersonal skills and familiarity with firm systems. Base pay ranges from $15 to $40.87 per hour.
Required Qualifications
- High School Diploma/Equivalency
- 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
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Desired Qualifications
- College degree preferred
- Industry experience is a plus
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