Client Analyst, East Coast

Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service our team aims to be a trusted partner and as fiduciaries our clients interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.

This position is open to candidates based in the Philadelphia PA area or the Baltimore MD area.

The role of the Client Analyst is to support one or more consultants complete quarterly and monthly investment reporting participate in client meetings provide day-to-day client support and special projects as assigned.

Job responsibilities will include but are not limited to :

• Work closely with lead consultants in a team-based environment
• Act as main point of contact with clients and third-party contacts
• Provide day-to-day client support as directed
• Complete client related reporting materials on a quarterly and / or monthly basis
• Create / participate in creating new project parameters based on client requirements
• Act as project manager on designated clients
• Participate in client meetings with lead consultants in a support role
• Participate in meetings with investment managers
• Mentor junior staff on specific areas of expertise
• Take an active and constructive role within the firm

Qualifications :

$85000 - $100000 a year

The starting salary offer will vary based on the applicants education experience skills abilities geographic location internal equity and alignment with market data. This position is also eligible to participate in the annual incentive plan which includes a target bonus of $10000.

BENEFITS WE OFFER :

Top tier healthcare coverage

100% paid premium for disability and employee life insurance coverage

Health and Dependent Care FSA and HSA options

Company 401K contribution

Hybrid work policy

Paid time off & 15 holidays

Summer hours

Enhanced employee assistance program

Volunteer opportunities

Tuition and education reimbursement

Company-wide events

Marquette Associates is proud to be an Equal Opportunity Employer.

We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience :

IC

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1