Client Services Analyst
Client Services Analyst
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Job Description
Are you passionate about investments and client service Our client managing over $9 billion in client assets is seeking a Client Analyst to join their dynamic team.
In this role youll collaborate with portfolio managers to deliver exceptional service craft tailored client presentations support trading activities and contribute to wealth strategies for generations of families. Every day is different offering opportunities to solve complex problems and make a real impact.
What Youll Need:
- Bachelors degree with 25 years in investments or financial services
- Strong analytical organizational and communication skills
- Proficiency in Microsoft Excel & PowerPoint
- Interest in financial planning investments and client engagement
We offer a collaborative environment where your ideas matter. Ready to elevate your career Apply now and help shape the future of wealth management. Email:
Tags: Client Services Analyst Portfolio manager investments wealth management finance
Required Experience:
IC
Employment Type
Full Time
