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Client AnalystKBW Financial Staffing & Recruiting • Boston, MA, United States
Client Analyst

Client Analyst

KBW Financial Staffing & Recruiting • Boston, MA, United States
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Client Analyst

Join to apply for the Client Analyst role at KBW Financial Staffing & Recruiting

Location : Boston, MA (Hybrid)

Compensation : $75K-89K + 10% bonus

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.

Client Service

  • Create customized client presentations for the investment team.
  • Aiding portfolio managers with client communications by communicating directly with clients to either resolve or elevate 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.

    • Qualifications

  • Bachelor’s Degree is required.
  • 1-5 years of experience in investment or financial planning fields.
  • General knowledge of financial planning, investments, key industry terms and broad financial concepts.

    • Seniority level

    Entry level

    Employment type

    Full-time

    Job function

    Information Technology

    Industries

    Staffing and Recruiting

    Application

    If you are interested in learning more about this opportunity, please reach out to jalercio@kbwfinancial.com

    #J-18808-Ljbffr

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    Client Analyst • Boston, MA, United States

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