What are the responsibilities and job description for the Client Analyst position at KBW Financial Staffing & Recruiting?
We are seeking a Client Analyst to support portfolio managers in delivering exceptional client service, ensuring timely completion of client projects, and assisting with communication and reporting. This role requires strong attention to detail, excellent organizational skills, and the ability to collaborate effectively in a fast-paced environment. This position offers a hybrid work schedule with competitive compensation. If you’re looking for a client-focused role in wealth management, we encourage you to apply.
Responsibilities
Type: Permanent
Location: Boston, MA - HYBRID
KBW789
*MONKBW*
Responsibilities
- Work closely with portfolio managers to track and execute client project plans, ensuring all deliverables meet expectations and deadlines.
- Assist in client communications, including drafting emails, preparing reports, and responding to inquiries.
- Create customized client presentations incorporating key financial data, portfolio performance insights, and wealth planning updates.
- Proofread reports, presentations, and investment summaries to ensure accuracy and proper formatting.
- Support various client-specific projects and assist in producing investment materials.
- Provide trading support as needed.
- Maintain and update financial data, ensuring accuracy in client records and reporting.
- Demonstrate a strong understanding of investments, key industry terminology, and financial concepts.
- Work collaboratively within a team while also exercising independent judgment when needed.
- Effectively manage multiple priorities in a detail-oriented and professional manner.
- Bachelor’s degree required.
- 2-5 years of experience in investment advisory, client services, or investor relations.
- Strong interest and aptitude in client service.
- Proficiency in Microsoft Office, including PowerPoint and Excel.
- Ability to multitask and adapt to shifting priorities with minimal supervision.
- Familiarity with investing, tax, and estate planning concepts.
- Excellent communication skills, both written and verbal.
- Highly organized with strong analytical skills and problem-solving abilities.
Type: Permanent
Location: Boston, MA - HYBRID
KBW789
*MONKBW*
Salary : $100,000 - $130,000
