Client Service Analyst
$45,000–$83,000 year
On-siteHinsdale, Illinois, United States
Job Summary
Support and product expertise for the financial planning business development, sales, and service delivered by wealth advisors and relationship managers. Act as the key service contact for clients, taking ownership of client issues and collaborating to resolve or escalate them per guidelines. Liaise with external advisors on behalf of the wealth advisor and introduce services to enhance the overall client experience. Prepare reports for financial plans, input appropriate data, and make updates to sales tracking, forecasts, and relationship plans. Coordinate and execute specific activities for strategic initiatives, including tracking metrics and milestones, while ensuring alignment between internal and external stakeholders. Follow through on risk and compliance processes to safeguard customer 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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