Client Relationship Analyst

What you’d do

Support Financial Advisors and their teams by handling day-to-day client needs and building trusted relationships. Full time role in Milwaukee, Wisconsin. Found on the employer's careers page on Oct 8, 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)
• Detail oriented with strong organizational skills
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
• Team player able to collaborate with others