Client Relationship Analyst

What you’d do

Support Financial Advisors and their teams by handling day-to-day client interactions and building trusted relationships. Full time role focused on client service and everyday client needs. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• Willingness to obtain Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Strong organizational and prioritization skills
• Team player able to collaborate