Summit Trail Advisors · 1 day ago
Client Services Analyst
Greater Harrisburg Area
Full-time
Onsite
New Grad, Entry LevelSummit Trail Advisors is an independent investment advisory firm seeking a Client Service Analyst to join their team in Harrisburg, PA. The role involves supporting senior team members with investment management and family office services, managing custodial relationships, and providing excellent service to clients.
BankingCrowdfundingFinancial Services
Responsibilities
Support senior team members as it relates to investment management and family office services
Manage custodial relationships
Work with the team on operations, performance reporting, financial data management, and general administration
Offer first-class service and support to existing and prospective clients
Qualification
Required
Bachelor's degree in Finance, Business, or related field
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work collaboratively in a team environment
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Experience in client service or support roles
Detail-oriented with strong organizational skills
Preferred
Experience in investment management or financial services industry
Familiarity with custodial relationships and performance reporting
Knowledge of financial data management systems
Company
Summit Trail Advisors
Summit Trail Advisors is a private investment office founded by seasoned professionals committed to delivering the investment prowess .
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jack Petersen
Co-Founder, Managing Partner
Tom Palecek
Founding Partner, Advisor
Recent News
Morningstar.com
2025-09-19
2025-05-26
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