Client Service Analyst
$41,714–$77,500 year
On-siteMadison, Wisconsin, United States
Job Summary
Support and product expertise for the financial planning business development, sales, and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience, acting as the key service contact and taking ownership of client issues. Assists in preparing new business proposals, conducting market research, and identifying prospective clients to enhance the overall experience. Coordinates and executes specific activities for strategic initiatives, including tracking metrics and milestones, while building effective relationships with internal and external stakeholders. Prepares reports for financial plans and prospect presentations, updates sales tracking and forecast databases, and organizes client files to ensure proper documentation. Follows through on risk and compliance processes to safeguard assets and adhere to regulatory, legal, and ethical requirements.
Required Qualifications
- 3 - 5 years of relevant experience
- post-secondary degree in related field of study
- equivalent combination of education and experience
- General knowledge of financial planning and wealth management
- Proficiency in office software
- Proficiency in 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
Desired Qualifications
- Working towards a financial planning designation
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