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SkyWater Search Partners · 3 days ago

Client Analytics & Relationship Analyst

Minneapolis–Saint Paul, WI

Full-time

Hybrid

Mid Level

3+ years exp

SkyWater Search Partners is a local private firm seeking a Client Analytics & Relationship Analyst to enhance their Intermediary Distribution team. This role focuses on managing client relationships, providing financial data analytics, and supporting business development efforts.

Human ResourcesRecruitingStaffing Agency

Growth Opportunities

Hiring Manager

Julie Amende

Responsibilities

Serve as primary point of contact for assigned clients, building trusted, long-term relationships that reflect firm's commitment to excellence

Respond to client inquiries promptly and professionally, ensuring exceptional service delivery

Conduct regular check-ins and account reviews to assess client satisfaction and identify opportunities

Proactively anticipate client needs and recommend solutions that add value

Maintain detailed client records and track all interactions using Salesforce CRM

Utilize financial intermediary data providers (e.g., Discovery Data, Salesforce, Synfini) to support client requests

Build and deliver customized reports and presentations tailored to individual client needs

Leverage AI and analytics tools to generate insights and enhance client deliverables

Refine and optimize existing datasets to ensure accuracy and relevance

Translate complex data into clear, actionable information for clients

Identify and pursue new business opportunities through prospecting and relationship development

Plan, organize, and facilitate client meetings, presentations, and educational seminars

Travel to client sites for in-person meetings and relationship building

Represent Mairs and Power at industry conferences and networking events

Develop materials and resources to support client education and engagement

Proven experience working with financial intermediary data providers and industry platforms

Proficiency in Salesforce and similar CRM systems

Ability to build reports, analyze data, and generate client-ready deliverables

Experience utilizing AI tools for data analysis and client solutions

Exceptional written and verbal communication abilities

Strong client-facing skills with a service-oriented approach

Ability to build rapport and maintain professional relationships

Active listening skills and ability to understand and address client needs

Demonstrated ability to work independently and take initiative

Strong planning and organizational capabilities

Experience coordinating meetings, seminars, and client events

Excellent time management and ability to prioritize multiple client demands

Professional demeanor with a client-first mindset

Willingness and ability to travel up to 30% of the time

Qualification

SalesforceFinancial data analysisFINRA Series 7FINRA Series 63Data visualization toolsPythonSQLClient relationship managementCommunication skillsOrganizational skills