Senior Client Services Analyst

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.

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