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Financial Services

Client Relationship Analyst – Financial Advisor Support

Job in Fairfield, Fairfield County, Connecticut, 06828, USA
Listing for: Sacred Heart University
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A higher education institution in Connecticut seeks a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. The role includes managing client accounts, executing transactions, and administrative tasks. Candidates should possess a high school diploma and relevant securities licenses, alongside strong interpersonal, organizational, and Microsoft Office skills. This opportunity offers a chance to work in a collaborative environment focused on client care and service excellence.
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