Consulting Group Analyst
Core
Support Financial Advisors and Private Wealth Advisor teams by delivering client service, executing administrative tasks, and assisting with financial planning and reporting.
Role type
Client service and administrative analyst
Builds
Client service support, financial plans, and client reports
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial services product knowledge, MS Excel proficiency, client service, administrative execution, policy adherence
Preferred skills
CIMA or CFA designation, digital marketing support, research assistance
Technologies
MS Office (Excel), firm-approved financial platforms
Responsibilities
Prepare for client meetings and track follow-ups, execute money movement transactions, enroll clients in digital tools, prepare and review client reports and financial plans, assist with research using firm systems, participate in client meetings
Seniority
Mid-level, hands-on IC