Client Service Analyst
$45,000–$83,000 year
On-site · Minneapolis, Minnesota, United States
Minneapolis, Minnesota, United StatesOn-siteFull Time$45,000–$83,000 yearMid LevelBachelors DegreeBANKINGEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
BANKING
Job Summary
Client Service Analyst supporting private wealth advisors by delivering expert client service, preparing new business proposals/presentations, conducting market research on clients and prospects, coordinating implementation of strategic initiatives, maintaining client files and documentation, generating reports for financial plans and sales pipeline, and ensuring compliant, high-quality service interactions to build relationships and drive growth.
Required Qualifications
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field or an equivalent combination of education and experience
- General knowledge of financial planning and wealth management
- Working towards a financial planning designation preferred
- Proficiency in office software and sales management software
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
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