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.
Duties/Responsibilities:
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
Skills/Abilities:
- 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)
