Our client is a growing boutique wealth management firm working with high net worth families, foundations and endowments. They are seeking a Client Service Analyst with 2+ years of institutional financial services or wealth management experience. This role will be responsible for wire transfers, reporting, opening accounts, and managing transactional operations for clients. It will also work closely with the Client Service and Investment departments as well as third-party vendors and investment managers. Qualifications must include a Bachelor’s degree, strong computer skills (QuickBooks, Addepar, Excel); outstanding client service and communication skills; exceptional business writing; and excellent quantitative, analytical and research skills. This is a fantastic firm that offers great compensation and benefits (insurance, bonus eligibility, matching 401K and more)!
Job Code: 16642
Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.