Client Relationship Analyst

What you’d do

Support Financial Advisors and their teams by handling day-to-day client needs and building trusted relationships through regular client interaction. Full time role in New York. Found on the employer's careers page on Oct 9, 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)
• Superior organizational skills and prioritization
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Team player able to collaborate