PowerToFly
Private Wealth Client Relations & Onboarding Analyst
PowerToFly, Chicago, Illinois, United States, 60290
A leading financial services firm seeks a Registered Client Relationship Analyst in Chicago to provide exceptional service and support to Financial Advisors and clients. Responsibilities include managing client communications, maintaining accounts, and educating clients on digital tools. The ideal candidate will have a High School Diploma, relevant licenses, and strong organizational and interpersonal skills. This position offers competitive pay and extensive benefits, including medical insurance and paid time off.
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