Private Wealth Management Registered Client Relationship Analyst
On-site · Atlanta, Georgia, United States
Job Summary
Private Wealth Management Registered Client Relationship Analyst provides front-line client support to Financial Advisor(s)/Private Wealth Advisor(s) teams, executing money movement and account-related tasks, answering non-investment questions, onboarding and maintaining client profiles, educating clients on digital tools, supporting client meetings and reporting, and handling clerical duties to support the FA/PWA/team’s business plan and client-service model. The role requires strong interpersonal skills, client service orientation, ability to manage multiple tasks in a fast-paced environment, proficiency with Microsoft Office, and familiarity with investment products. Relevant certifications/Series qualifications (Series 7, 66, 63, 65) and prior industry experience are preferred.
Required Qualifications
- High School Diploma/Equivalency
- College degree preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
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