Job Summary:

Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering activities, and other client supportive services.


Relationship Management

Communicate with UHNW clients and prospective clients verbally and in writing
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
Process client service requests like account transfers, disbursements, tax reports (for instance)

Account Management

Collect appropriate documentation to set up new accounts
Process service requests and send confirmations of completion
Review daily reports and alerts and process accordingly

Investment Solutions

Prepare client reporting materials for review meetings
Prepare marketing books for client communications

Practice Management

Maintain contact management systems with up-to-date key client information
Monitor team calendar for up-to-date deliverables
Understand risk awareness and regulatory knowledge

Talent Management

Proactively develop self to continuously improve knowledge, skills and credentials
Communicate development needs
Assist with on-boarding new members to the firm



1-3 years of client service experience preferred
Financial Services industry experience preferred
Series 7 and 66 licensed or willingness to acquire a license while on the job
College Degree
Excellent skills in Microsoft Office Suite
Excellent written and verbal communication skills
Highly organized with great attention to detail
Excellent interpersonal skills, including being polished, courteous, professional, and patient
Ability to work in a fast-paced environment
Possesses exceptional multi-tasking skills and strong time-management
Experience with Microsoft Office Suite (Word, Excel)