What are the responsibilities and job description for the Client Analytics & Relationship Analyst position at Mairs & Power, Inc.?
About the Role:
We are seeking a client-focused professional to join our team as a Client Analytics & Relationship Analyst. In this role, you will serve as a key liaison between Mairs & Power and our clients, combining exceptional relationship management with technical expertise in financial data and analytics. You will work closely with financial advisors, institutional consultants, and other intermediaries who use our products (Mutual Funds, ETFs, Private Funds and Separately Managed Accounts) to understand their needs, deliver customized solutions, and provide ongoing support while leveraging industry data providers and artificial intelligence (AI) tools to enhance service delivery
Key Responsibili
tis:
Client Relationship Man
ageent
● Serve as primary point of contact for assigned clients, building trusted, long-term relationships that reflect Mairs & Power's commitment to e
xcelence
● Respond to client inquiries promptly and professionally, ensuring exceptional servi
ce deivery
● Conduct regular check-ins and account reviews to assess client satisfaction and identify
opportnities
● Proactively anticipate client needs and recommend solutions
that ad value
● Maintain detailed client records and track all interactions usi
ng Salesorce CRM
Data
& Analytis Support
● Utilize financial intermediary data providers (e.g., Discovery Data, Salesforce, Synfini) to su
pport cliet requests
● Build and deliver customized reports and presentations tailored to
individual lient needs
● Leverage AI and analytics tools to generate insights and en
hance clientdeliverables
● Refine and optimize existing datasets to en
sure accuracyand relevance
● Translate complex data into clear, actio
nable informaton for clients
Business
Development & Cient Engagement
● Identify and pursue new business opportunities through prospec
ting and relatioship development
● Plan, organize, and facilitate client meetings, pres
entations, and edcational seminars
● Travel to client sites for in-perso
n meetings and reltionship building
● Represent Mairs and Power at ind
ustry conferences ad networking events
● Develop materials and resources t
o suppo
rt client eduatio
n ad engagement
Skils:
Technical Skills:
● Proven experience working with financial int
ermediary data provider and industry platforms
●
Proficiency in Salesforc and similar CRM systems
● Ability to build reports, a
nalyze data, and generateclient-ready deliverables
● Experience util
izing AI tools for data anlysis and c
lient solutions
Communicaton & Interpersonal Skills:
● Exceptional written and vrbal communication abilities
● S
trong client-facing skills wih a service-oriented approach
● Abi
lity to build rapport and mainain professional relationships
● Active list
ening skills and ability to undrsta
nd and address client needs
Wor Style & Organizational Skills:
● Demonstrated ability to workindependently a
nd take initiative
● Strong plannng and organizational capabi
lities
● Experience coordinating metings, seminars, and client events
● Ex
cellent time management and ability o prioritize m
ultiple client deman
ds
● Professiona demeanor with a clint-first mindset
O
ther Requirements:
● W
il
- lingness andability to tra
vel up to 3% Bachelor's degree required● Minimum 3-5 years of experience in the financial services industry with
demonstrated client service experience
● FINRA Series 7 and S
eries 63 licenses (or ability to obtain
● Knowledge of the financial
intermediary landscape and industry trens
● Experience with data v
isualization tools (Tableau, Power BI, et.)
● Familiarity wit
h Python, SQL, or other programming languges
THIS JO
B REQUIRES 3 DAYS PER WEEK IN-OFFIE.
To pply:
Email a cover letter and resume to Careers@mairsandpower