Wealth Management Client Relationship Specialist

A financial services firm is seeking a Registered Client Relationship Analyst who will provide exceptional service and support to Financial Advisors and teams. The role involves building client relationships, assisting with account management, and executing transactions. Ideal candidates will possess strong interpersonal and organizational skills, a keen attention to detail, and a knowledge of financial products. A high school diploma and some industry experience are preferred, with a focus on client service and collaboration. #J-18808-Ljbffr