Choate, Hall & Stewart LLP · 2 days ago
Client Analyst
Boston, MA
Full-time
Onsite
Entry, Mid Level
$72K/yr - $89K/yr
1+ years expChoate, Hall & Stewart LLP is a law firm affiliated with Choate Investment Advisors, which provides investment management advice to clients and their families. The Client Analyst role involves working with the financial planning team and portfolio managers to deliver exceptional client service, including preparing financial reports and assisting in customized financial plans.
LegalProfessional Services
No H1B
Responsibilities
Prepare and manage client Net Worth reporting in Addepar
Input client data into financial planning software, eMoney
Assist in creating customized financial plans, including retirement planning, education savings, and gifting plans
Prepare financial planning reports, projections, and presentations for client meetings
Draft email responses to client financial planning questions
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
Required
Bachelor's Degree is required
1-5 years of experience in the investment or financial planning fields
Demonstrated interest and aptitude for Certified Financial Planner designation
Proficient in Microsoft Office applications, with experience using PowerPoint and Excel in a work environment
Ability to multi‐task and adapt to changing priorities with limited oversight
Interest in and general knowledge of financial planning, investments, key industry terms and broad financial concepts
Familiarity with tax and estate planning
Ability to work as part of a team and take instruction from team members
Ability to work independently and exercise sound judgment
Ability to ask for help
Exceptionally detail oriented and well organized, with the ability to effectively multi‐task and prioritize a large workload with professionalism
Ability and desire to solve problems
Excellent oral and written communication skills
Open-minded, flexible, and willing to listen to other people's opinions
Strong analytical skills, with the ability to maintain databases and update financial data
Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future)
Benefits
Comprehensive health and well-being benefits
Personal and professional development
Career growth opportunities
Collegial and supportive culture
Discretionary bonus based on performance
Company
Choate, Hall & Stewart LLP
Choate, one of the nation’s premier law firms, is different from the vast majority of major firms in ways we believe materially benefit our clients.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
James MacLean
Chief Financial Officer
Charles Cheever
Managing Partner
Recent News
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