Client Analyst

This range is provided by Landing Point. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$72,000.00 / yr - $89,000.00 / yr

Company Overview

A registered investment advisor with $10 billion in assets under management, affiliated with a law firm, is seeking a Client Analyst to join their team. The role involves working with financial planning and portfolio management to provide exceptional client service.

Job 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.
• Monitor market conditions and industry best practices for financial planning.
• Create customized client presentations for the investment team.
• Aid portfolio managers with client communications.
• Independently lead ad-hoc client projects and present to portfolio manager and client.
• Develop and produce investment materials in conjunction with the team.
• Gather and analyze client feedback and questions to improve presentation materials.

Qualifications

Compensation

Salary : $72,000 – $89,000

Seniority level

Associate

Employment type

Full-time

Job function

Information Technology

Industries

Staffing and Recruiting

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