Registered Client Relationship Analyst
On-site · West Des Moines, Iowa, United States
West Des Moines, Iowa, United StatesOn-siteFull TimeMid LevelHigh School Or EquivalentEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Job Summary
Registered Client Relationship Analysts provide exceptional service to clients while supporting Financial Advisors and teams. Key responsibilities include supporting client relationships, executing transactions, onboarding clients, and maintaining account information. Candidates should possess strong interpersonal skills, attention to detail, and proficiency in Microsoft Office. Knowledge of financial services products, and a commitment to client service excellence is essential.
Required Qualifications
- High School Diploma/Equivalency
- College degree preferred
- Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Detail oriented with superior organizational skills and ability to prioritize
Desired Qualifications
- Active Series 7 (GS)
- and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Two or more years of industry experience
- Knowledge of financial services products
Additional Requirements
- None specified
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