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Founded in 1997, Gresham Partners, LLC is a $10 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. The Client Service Analyst will provide operational support in servicing our clients. The analyst role is not client-facing; however, it is likely that those who can master the necessary skills in the analyst role will be provided with an opportunity to progress to the next role in Client Service.
Responsibilities:
Client Relationship Management (CRM) (per Associate instructions)
Custodian (Fidelity & Fidelity Charitable Gift Fund)
Investor Relations – FAA Clients
Investor Relations – Class B/OCIO clients and retired employees
Administrative
Education, Experience and Skills:
Benefits:
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job.
Must be able to:
Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.
Full Time
$52k-68k (estimate)
09/06/2024
09/23/2024
DAWES POINT, NEW SOUTH WALES
50 - 100
1989
CHARLES JAMES MONTGOMERY GRAHAM
$10M - $50M
Investment Management
The following is the career advancement route for Client Service Analyst positions, which can be used as a reference in future career path planning. As a Client Service Analyst, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Analyst. You can explore the career advancement for a Client Service Analyst below and select your interested title to get hiring information.