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Choate, Hall & Stewart LLP · 1 day ago

Wealth Management Technology Business Analyst

Boston, MA

Full-time

Onsite

Mid Level

$91K/yr - $114K/yr

3+ years exp

Choate, Hall & Stewart LLP is a law firm seeking a Wealth Management Technology Business Analyst to support their client relationship management (CRM) system and key technology platforms. The role involves providing CRM support, driving user adoption, and assisting with technology initiatives to enhance operational efficiency.

LegalProfessional Services

Comp. & Benefits

No H1B

Responsibilities

Provide first-line CRM support, resolving 80%–90% of incoming support tickets

Manage and respond to inquiries via the CRM support inbox

Oversee daily CRM system operations and perform routine maintenance tasks

Deliver user training and onboarding for new CRM users

Communicate updates and new CRM release information to stakeholders

Support user adoption initiatives and monitor engagement metrics

Recommend and implement workflow enhancements to improve CRM functionality

Collaborate with technical teams to resolve complex data or integration issues

Assist in implementing CRM enhancements and feature rollouts

Maintain documentation and best practices for CRM usage

Serve as a backup for vendor coordination and integration support

Learn and become proficient in Choate Wealth’s portfolio management system (Addepar)

Act as a backup resource for managing and responding to Addepar support tickets

Develop working knowledge of additional Choate Wealth technologies, including:

Custodian platforms

Financial planning tools

Document storage and management systems

Assist in coordinating support across platforms and ensure data consistency between systems

Contribute to Choate AI initiatives aimed at improving employee efficiency

Qualification

CRM administrationFinancial services technologyAI tools proficiencyMicrosoft Office SuiteTraining skillsWorkflow automation toolsProblem-solving skillsCommunication skills