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, pre-fill documentation, and educate clients on digital tools like MSOnline and eSign. Assist with portfolio research, performance reporting, and new account opening data entry while supporting marketing strategies and business plans. Manage calendars, coordinate meetings, maintain travel itineraries, and process expense reports. Answer inbound and outbound calls to schedule follow-ups. Work in a fast-paced environment requiring strong organizational skills and advanced Microsoft Office proficiency. 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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