Client Analyst jobs in United States
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KBW Financial Staffing & Recruiting ยท 1 day ago

Client Analyst

positionBoston, MA
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$75K/yr - $89K/yr
date2+ years exp

KBW Financial Staffing & Recruiting is seeking a Client Analyst to support their financial planning services. The role involves preparing client Net Worth reporting, creating customized financial plans, and assisting with client communications and presentations.

CrowdfundingFinancial ServicesHuman Resources
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Growth Opportunities

Responsibilities

Prepare and manage client Net Worth reporting
Input client data into financial planning software
Assist in creating customized financial plans, including retirement planning, education savings, and gifting plans
Prepare financial planning reports, projections, and presentations for client meetings
Create and maintain standard financial planning reporting
Maintain and build financial planning tear sheet library
Monitor market conditions and industry best practice for financial planning to provide relevant support and insights
Create customized client presentations for the investment team
Aiding portfolio managers with client communications by communicating directly with clients to either resolve or escalate issues
Independently lead Ad-hoc client projects and present to portfolio manager and client
Develop and produce investment materials in conjunction with team
Gather and analyze client feedback and questions to improve presentation materials

Qualification

Financial PlanningInvestment KnowledgeClient CommunicationData AnalysisPresentation Skills

Required

Bachelor's Degree is required
2-5 years of experience in investment or financial planning fields
General knowledge of financial planning, investments, key industry terms and broad financial concepts

Benefits

10% bonus

Company

KBW Financial Staffing & Recruiting

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KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.
dateFounded in 2005
location
Bedford, New Hampshire, USA
people-size11-50 employees
web-link
https://www.kbwfinancial.com/

Funding

Current Stage
Early Stage

Leadership Team

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Jason Alexander
Chief Revenue Officer (CRO)
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Matt Nagler
Managing Partner
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Company data provided by crunchbase