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Financial Analyst

Wealth Management Client Analyst: Onboarding & Operations

Job in Morristown, Hamblen County, Tennessee, 37815, USA
Listing for: Northpointe Staffing Professionals
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A staffing agency in Morristown is looking for a Client Analyst to join their team. This role involves supporting the onboarding processes of new clients, managing investment account applications, and assisting with tasks during tax season. The ideal candidate has 2-5 years of experience in a corporate environment, excels in communication, and is highly organized. Proficiency in Word, Excel, PowerPoint, and Outlook is required.

This position offers an opportunity to work in a dynamic environment with a focus on client service.
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