Private Wealth Management Client Relationship Analyst
On-site · Salt Lake City, Utah, United States
Salt Lake City, Utah, United StatesOn-siteFull TimeMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Private Wealth Management Client Relationship Analyst supports Financial Advisors/Private Wealth Advisors by handling client service, money movements, documentation, and clerical tasks; requires strong interpersonal and writing skills, proficiency with Addepar and MS Office, and willingness to obtain securities licenses.
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)
- Experience with Addepar
- 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
- Ability to work in a fast-paced, evolving environment
- Goal oriented, self-motivated and results driven
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