Client Relationship Analyst
On-siteChesterfield, Missouri, United States
Job Summary
Support Financial Advisor and Private Wealth Advisor teams by cultivating client relationships, executing money movement transactions, and answering non-investment account inquiries. Manage client documentation, profile information, and digital tool enrollment while assisting with portfolio research and meeting materials. Handle inbound and outbound calls, coordinate meetings and travel logistics, and prepare expense reports. Maintain current knowledge of firm policies and platforms through ongoing training and education. Work in a fast-paced environment supporting business plan delivery and marketing initiatives. Join a global team of 80,000 employees dedicated to raising and managing capital for clients.
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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