Client Experience & Onboarding Specialist

A financial services firm is seeking a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors in nurturing client relationships. This role requires strong interpersonal skills, familiarity with financial services products, a high school diploma, and relevant certifications. The successful candidate will assist clients with transactions and inquiries, manage schedules, and maintain documentation. Join a diverse team committed to empowering clients and employees while offering comprehensive benefits. #J-18808-Ljbffr