KBW Financial Staffing & Recruiting
Client Analyst
Join to apply for the
Client Analyst
role at
KBW Financial Staffing & Recruiting
Location: Boston, MA (Hybrid)
Compensation: $75K-89K + 10% bonus
Responsibilities
Prepare and manage client Net Worth reporting.
Input client data into financial planning software.
Assist in creating customized financial plans, including retirement planning, education savings, and gifting plans.
Prepare financial planning reports, projections, and presentations for client meetings.
Create and maintain standard financial planning reporting.
Maintain and build financial planning tear sheet library.
Monitor market conditions and industry best practice for financial planning to provide relevant support and insights.
Client Service
Create customized client presentations for the investment team.
Aiding portfolio managers with client communications by communicating directly with clients to either resolve or elevate issues.
Independently lead Ad-hoc client projects and present to portfolio manager and client.
Develop and produce investment materials in conjunction with team.
Gather and analyze client feedback and questions to improve presentation materials.
Qualifications
Bachelor’s Degree is required.
1-5 years of experience in investment or financial planning fields.
General knowledge of financial planning, investments, key industry terms and broad financial concepts.
Seniority level Entry level
Employment type Full-time
Job function Information Technology
Industries Staffing and Recruiting
Application If you are interested in learning more about this opportunity, please reach out to jalercio@kbwfinancial.com
#J-18808-Ljbffr
Client Analyst
role at
KBW Financial Staffing & Recruiting
Location: Boston, MA (Hybrid)
Compensation: $75K-89K + 10% bonus
Responsibilities
Prepare and manage client Net Worth reporting.
Input client data into financial planning software.
Assist in creating customized financial plans, including retirement planning, education savings, and gifting plans.
Prepare financial planning reports, projections, and presentations for client meetings.
Create and maintain standard financial planning reporting.
Maintain and build financial planning tear sheet library.
Monitor market conditions and industry best practice for financial planning to provide relevant support and insights.
Client Service
Create customized client presentations for the investment team.
Aiding portfolio managers with client communications by communicating directly with clients to either resolve or elevate issues.
Independently lead Ad-hoc client projects and present to portfolio manager and client.
Develop and produce investment materials in conjunction with team.
Gather and analyze client feedback and questions to improve presentation materials.
Qualifications
Bachelor’s Degree is required.
1-5 years of experience in investment or financial planning fields.
General knowledge of financial planning, investments, key industry terms and broad financial concepts.
Seniority level Entry level
Employment type Full-time
Job function Information Technology
Industries Staffing and Recruiting
Application If you are interested in learning more about this opportunity, please reach out to jalercio@kbwfinancial.com
#J-18808-Ljbffr