About this role
Client Relationship Analyst at Ms. Location: Beavercreek, Ohio, United States. Role: supporting clients, executing transactions, managing calendar Requirements: Provide client service and administrative support to financial advisors; strong Microsoft Office, communication, organizational skills; willingness to obtain securities licenses. Category: Finance Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Onsite Languages: English