Client Service Analyst
Core
Provides support and product expertise for financial planning business development, sales, and service delivered by wealth advisors and relationship managers.
Role type
Client Service Analyst (Wealth Management)
Builds
Client service experiences and financial planning proposals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning knowledge, client relationship management, market research, data analysis, report preparation, stakeholder liaison, risk compliance adherence
Preferred skills
Financial planning designation (CFP), sales management software proficiency
Technologies
Office software, sales management software
Responsibilities
Prepare new business proposals and presentations, conduct market research, act as key service contact for clients, resolve client issues, coordinate strategic initiatives, update sales tracking and databases, organize client files, support advisors with administrative tasks
Seniority
Mid-level, hands-on IC