What are the responsibilities and job description for the Client Analyst position at EG Professional?

Job Description

CLIENT ANALYST

Location : Hybrid - St Paul, MI

Compensation : Starting annual base salary range of $71,000-83,000 plus up to 6% annual bonus potential. Eligible for full benefits including retirement, health, dental, life and disability insurance, paid holidays and PTO, and more (see benefits summary for additional benefits and details).

Job Summary :

Support Financial Managers, Client Advisors, and organizational teams in delivering exceptional client service by analyzing financial information, preparing accurate and timely materials, partnering with Client Operations Specialists and administrative staff to ensure seamless transactions, and providing proactive leadership through anticipating needs, addressing inquiries, and offering effective solutions.

Key Responsibilities :

Use advanced knowledge of practices and procedures, and historical knowledge of clients, to find solutions to complex issues.
Prepare materials for the Financial Managers and Client Advisors for financial planning, foundation, and / or client meetings, including cash flows, spending rate analysis, eMoney presentations, and other reports as needed.
Analyze financial information and make recommendations to the Financial Managers and Client Advisors.
Processes foundation and trust grants using the grants management database in accordance with the Grants Processing Checklist.
Oversee cash flow activity to ensure cash is available for client needs and alerting the Financial Managers of any potential shortfalls.
Oversee the preparation of checks and wires by Client Operations Specialists; approve checks and wires.
Provide primary backup coverage when the Financial Managers are not available, correspond with clients via email and / or phone as requested.
Review the Client’s semi-annual reports.
Represent the Client Service Department by actively participating in multi-department projects.
Participate in company projects and initiatives as assigned.

Competencies :

Accountability & Dependability : takes personal responsibility for the quality and timeliness of work and achieves results with little oversight; takes ownership.

Communicator : speaks, listens, and writes clearly and effectively.

Confidentiality : demonstrates ability to protect confidential information (the business and lives of the clients are confidential to the outside world, and the client’s individual activities are confidential with respect to each other).

Critical Thinking : ability to analyze situations, solve problems, think critically, think outside the box for new ideas, look beyond the “tried and true,” and create and make improvements.

Decision Making & Judgment : makes timely, informed decisions that take into account the facts, goals, constraints and risks.

Integrity : demonstrates the highest level of integrity.

Interaction with Others : builds relationships characterized by a high level of acceptance, cooperation, and mutual respect; promotes commitment within the team to achieve goals.

Organized : approaches the job in an organized and disciplined manner.

Overall Productivity : understands job requirements and standards, motivated to meet or exceed goals with accuracy, and seeks to produce the highest quality.

Project Management : uses tools and systems effectively, meets deadlines and budgets, coordinates resources and meets objectives.

Researching Information : identifies, collects, and organizes data for analysis and decision-making.

Technical Knowledge : leverages knowledge and experience.

Education and Experience :

Bachelor’s degree required, preferably in accounting, business or finance.

Minimum 5 years related experience.

Intermediate level Microsoft Office skills including Word, Excel, Adobe Pro, and PowerPoint required.

Experience with financial planning software preferred.

Environment and Physical Demands :

Sitting, talking at a moderate volume level, hearing, fingering / grasping constantly

Standing, walking, reaching frequently

Bending, stooping, kneeling, and crouching as necessary to facilitate filing

Lifting up to 25 pounds occasionally

Operating audio visual devices and standard office equipment, such as computers, telephones, fax machines, and photocopiers

Typing and entering data on a computer at a speed necessary for successful job performance

Looking at computer screen regularly

Organizing and sorting correspondence and other documents

Quiet, professional, results-oriented office environment

This role is ideal for someone who combines tax knowledge with a passion for leveraging technology to improve processes, making it an exciting opportunity for those interested in both tax expertise and technological innovation. Position is hybrid, in office 1-2 days per week, for a private financial services / wealth management firm.

Salary : $71,000 - $83,000

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