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

Client Analyst

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

4 days ago

Job type

Full-time

Job description

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

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Client Analyst • Boston, MA, United States

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