Client Service Analyst
$45,000–$83,000 year
On-siteWinnetka, Illinois, United States
Job Summary
Client Service Analyst provides 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. Acts as the key service contact for clients; takes ownership of client issues and collaborates with others to resolve or escalate per guidelines. Assists Wealth Advisors in market research of client and prospects and in identifying prospective clients. Prepares reports for financial plans and prospect presentations, supports the assigned advisors and client portfolio through administrative and transactional support, and ensures alignment between stakeholders to drive business growth and protect assets under regulatory requirements. The role focuses on delivering high-quality service standards, building rapport with clients, and contributing to the overall strategy and pipeline management within the designated territory/region.
Required Qualifications
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study 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
- Comfortable exploring beyond one's area of technical expertise (i.e. willingness to influence and recognize new business opportunities)
- 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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