Client Analyst

PRIMARY OBJECTIVE OF POSITION: To proactively support Financial Managers, Client Advisors, and others in the organization in delivering a best‑in‑class client experience.

OUTCOMES:

1. Analyze financial information and prepare accurate, timely materials that effectively support Financial Managers and Client Advisors.
2. Partner with Client Operations Specialists and administrative staff to ensure transactions are processed accurately and completed on time.
3. Demonstrate leadership by proactively anticipating needs, responding to questions, and recommending appropriate solutions.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

1. Utilize advanced knowledge of practices, procedures, and historical client information to identify and resolve complex issues.
2. Prepare accurate and timely materials for the Financial Managers and Client Advisors for financial planning, foundation, and/or client meetings, including cash flows, spending rate analysis, eMoney presentations, and other reports as needed.
3. Analyze financial information, research relevant data, and provide recommendations to Financial Managers and Client Advisors to support informed decision making.
4. Processes foundation and trust grants using the grants management database in accordance with the Grants Processing Checklist.
5. Oversee client cash flow activity to ensure sufficient liquidity for client needs, proactively identifying and communicating potential shortfalls to Financial Managers.
6. Oversee the preparation of checks and wires by Client Operations Specialists, ensuring accuracy, compliance, and timely approval of all outgoing payments.
7. Serve as the primary backup for Financial Managers, maintaining seamless professional client communication via email and phone when needed.
8. Review clients’ semi‑annual reports for accuracy, completeness, and clarity.
9. Build strong, respectful working relationships across departments by actively participating in multi‑department projects, fostering collaboration, and supporting shared team goals.
10. Participate in company projects and initiatives as assigned.

COMPETENCIES:

1. Accountability & Dependability: takes personal responsibility for the quality, accuracy, and timeliness of work; follows through on commitments and achieves results with minimal oversight.
2. Communicator: communicates clearly and effectively in writing, verbally, and through active listening with clients, colleagues, and leadership.
3. Confidentiality: demonstrates ability to protect confidential information (the business and lives of the clients are confidential to the outside world, and the client’s individual activities are confidential with respect to each other).
4. Critical Thinking: analyzes situations thoughtfully, solves problems effectively, and looks beyond traditional approaches to identify improvements and innovative solutions.
5. Decision Making & Judgment: makes timely, informed decisions that appropriately balance facts, goals, constraints and risks.
6. Integrity: demonstrates honesty, professionalism, and ethical behavior in all interactions and responsibilities.
7. Interaction with Others: builds and maintains relationships characterized by trust, cooperation, and mutual respect; promotes teamwork and commitment to shared objectives.
8. Organized: approaches work in a structured, disciplined manner, effectively managing multiple priorities and maintaining attention to detail.
9. Overall Productivity: understands job requirements and standards, motivated to meet or exceed goals with accuracy, and seeks to produce the highest quality.
10. Project Management: uses tools and systems effectively, meets deadlines and budgets, coordinates resources and meets objectives.
11. Researching Information: identifies, collects, and organizes data for analysis and decision-making.
12. Technical Knowledge: leverages technical expertise, systems knowledge, and experience to perform responsibilities effectively and continuously enhance role proficiency.

EDUCATION AND EXPERIENCE:

1. Bachelor’s degree is required, preferably in accounting, business or finance.
2. Minimum 5 years related experience.
3. Advanced level Microsoft Office skills including Word, Excel, Adobe Pro, Power BI and PowerPoint required.
4. Experience with financial planning software preferred.