Registered Client Relationship Analyst

Provide client support for Financial Advisors/Private Wealth Advisors/teams by handling money movement requests, answering general non-investment questions about client accounts, onboarding and maintaining client accounts, educating clients in digital tools (eSign, eAuthorization), and assisting with research and materials for client meetings. Support marketing and administrative tasks, maintain client documentation, and help with scheduling, calendars, travel itineraries, and expense reports. Requires strong interpersonal and written communication skills, advanced Microsoft Office proficiency, attention to detail, and the ability to multi-task in a fast-paced environment.