Senior Client Services Analyst

3 weeks ago


Bloomington, United States International Staff Consulting Full time

Riverlink is working with a reputable financial services firm dedicated to exceptional wealth management. They prioritize ethical practices and client-centric service. Join their dynamic team focused on achieving financial goals.

Position Overview:

Support Private Wealth Managers in maintaining client relationships, conducting research, and leading projects. Detail-oriented professionals with financial planning expertise are encouraged to apply.

Responsibilities:

Assist clients with inquiries and service needs. Manage client records and conduct account research. Process account service requests and investment transactions. Assist with estate settlement services. Ensure compliance requirements are met. Input financial planning information into software. Drive process optimization and efficiency. Provide executive and clerical support. Support meeting preparation and follow-up tasks. Qualifications:

Bachelor's Degree or 3-5 years Financial Services Industry experience. Strong understanding of financial planning services and products. Previous experience in outstanding client service. Detail-oriented, analytical, and excellent communication skills. Organized with great time management and prioritization abilities. Proficient in financial services technology systems. FINRA Series 7 and 66 are strongly preferred.

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