Client Service Analyst - Investments
Core
Provides support and product expertise for the financial planning business development, sales, and service delivered by wealth advisors and relationship managers.
Role type
Client Service Analyst - Investments
Builds
Client service experiences, business proposals, and financial plan reports for wealth advisors and their clients.
Domain
Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial planning knowledge, Wealth management expertise, Office software proficiency, Sales management software proficiency, Client relationship management, Data analysis, Report generation, Risk compliance adherence
Preferred skills
Team lead capabilities, Strategic initiative execution, Process improvement, Stakeholder collaboration
Technologies
Office software, Sales management software
Responsibilities
Oversee preparation of new business proposals and presentations; Act as key service contact and resolve client issues; Liaise with external advisors; Design and produce regular reports and dashboards; Coordinate account opening and onboarding; Monitor and track performance metrics; Support strategic initiatives and business plan achievement.
Seniority
Mid-level, hands-on IC