What are the responsibilities and job description for the Client Analyst position at KBW Financial Staffing & Recruiting?
75K-89K 10% bonus
Boston, MA
Hybrid
Financial Planning
KBW789
Boston, MA
Hybrid
Financial Planning
- 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.
- Create customized client presentations for the investment team.
- Aiding portfolio managers with client communications by communicating directly with clients to either resolve or escalate 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.
- Bachelor’s Degree is required.
- 2-5 years of experience in investment or financial planning fields
- General knowledge of financial planning, investments, key industry terms and broad financial concepts.
KBW789