Client Relations Analyst

About the Role

Our client - A boutique wealth management firm is seeking a polished, detail-oriented Client Relations Analyst to support high-net-worth and ultra-high-net-worth (UHNW) clients. This role sits at the intersection of client service, portfolio support, and investment analysis, offering exposure to sophisticated investment strategies and personalized wealth planning.

The ideal candidate brings a strong foundation in financial services, exceptional relationship management skills, and the ability to operate in a fast-paced, client-facing environment.

Key Responsibilities

Client Relationship Management

• Serve as a primary point of contact for high-net-worth and ultra-high-net-worth clients
• Build and maintain strong, long-term client relationships through proactive communication
• Coordinate and support client meetings, reporting, and ongoing service needs
• Handle client inquiries with professionalism, discretion, and urgency

Portfolio & Investment Support

• Assist advisors in managing and monitoring client portfolios across asset classes
• Prepare performance reports, portfolio reviews, and investment summaries
• Support investment research and provide insights on market trends and strategies
• Ensure accuracy of account data, transactions, and portfolio allocations

Financial Analysis & Reporting

• Utilize advanced Excel skills to analyze portfolio performance and generate reports
• Conduct ad hoc analysis, including variance analysis and client-specific requests
• Prepare customized presentations and materials for client meetings

Operations & Coordination

• Collaborate with internal teams (advisors, operations, compliance) to ensure seamless client service
• Assist with account onboarding, documentation, and ongoing maintenance
• Maintain accurate records and ensure compliance with regulatory standards

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field
• 1–4 years of experience in:
• Wealth management
• Investment banking
• Financial services
• Private equity
• Venture capital
• Investment management or advisory
• Experience working with high-net-worth and ultra-high-net-worth individuals
• Strong understanding of investment products, portfolio construction, and financial markets
• Advanced proficiency in Microsoft Excel (financial modeling, reporting, analysis)
• Proven experience in client relations and relationship management
• Experience supporting financial advisors or portfolio managers
• Exceptional communication skills with a polished, professional demeanor
• Highly organized with strong attention to detail and ability to multitask

Preferred Qualifications

• Exposure to multi-asset portfolios (equities, fixed income, alternatives)
• Progress toward or interest in CFA, CFP, or similar designation

Why Join

• Exposure to sophisticated investment strategies and UHNW clientele
• Collaborative, high-touch client environment
• Opportunity for long-term growth within a respected wealth management firm