Client Relationship Analyst
$35,360–$90,000 year
On-siteWayzata, Minnesota, United States
Job Summary
Support Financial Advisors and Private Wealth teams by cultivating client relationships, executing money movement transactions, and answering non-investment account inquiries. Manage client documentation, pre-fill account information, and educate clients on digital tools while assisting with portfolio research and meeting materials. Handle inbound and outbound calls, coordinate calendars and meetings, maintain travel itineraries, and process expense reports. Perform clerical tasks such as copying, filing, and scanning, and assist with new account openings and financial planning initiatives. Work in a fast-paced environment requiring strong organizational skills and adaptability.
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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