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Wealth Client Relations Analyst

PowerToFly

PowerToFly is seeking a Client Relationship Analyst in New York to provide exceptional service and support to Financial Advisors. This role involves building strong client relationships and assisting with client needs on a daily basis. The successful candidate will possess strong interpersonal skills and the ability to execute various client support and administrative tasks, ensuring smooth operations within the team. A high school diploma is required, while a college degree is preferred. Skills in Microsoft Office and a good understanding of client service practices are essential. #J-18808-Ljbffr PowerToFly

Vacancy posted 4 days ago
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