Registered Client Relationship Analyst

Pittsburgh, Pennsylvania, United States of America

Sponsorship not specifiedDetected 2 days ago

Outbound SalesExcelLogisticsResearchTime ManagementAdaptabilityOrganizational SkillsMicrosoft Office

About the role

Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships

Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook, and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven
Education and/or Experience

Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

This listing is sourced directly from Ms's careers page and normalized into a canonical job model.