Client Analyst

Choate, Hall & Stewart LLP; Boston (MA); On-site; USD 72,000 - 89,250; Full time

Benefits offered by this job

Comprehensive health benefits

Career growth opportunities

Collegial culture

Job summary

A leading investment advisory firm is seeking a Client Analyst to provide exceptional client service. Responsibilities include preparing financial reports, assisting in client communications, and creating customized financial plans. The ideal candidate holds a Bachelor's Degree, has 1–5 years of experience, and is detail-oriented with excellent communication skills. This full-time position is based in Boston, MA and offers a pay range of $72,000 to $89,250 per year, including the potential for a discretionary bonus.

Qualifications

• 1–5 years of experience in investment or financial planning.
• Aptitude for Certified Financial Planner designation.
• Ability to adapt to changing priorities with limited oversight.

Responsibilities

• Prepare and manage client Net Worth reporting.
• Assist in creating customized financial plans.
• Draft email responses to client financial planning questions.

Skills

General knowledge of financial planning

Analytical skills

Excellent communication skills

Detail-oriented

Education

Bachelor’s Degree

Tools

Microsoft PowerPoint

Microsoft Excel

eMoney

Job description

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Choate, Hall & Stewart LLP provided pay range

This range is provided by Choate, Hall & Stewart LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$72,000.00/yr - $89,250.00/yr

Choate Investment Advisors (ChoateIA) is a registered investment advisor providing investment management advice to our clients and the trustees of our client families. ChoateIA seeks to deliver sustainable and attractive long‑term investment results. We currently advise on $10 billion (as of December 31 2024) for our client families and help design wealth strategies for billions more.

In an environment where our competitors increasingly look, act and think alike, ChoateIA is built differently. ChoateIA is affiliated with Choate, Hall & Stewart, LLP, a law firm with an internationally recognized wealth‑management practice. ChoateIA’s investment expertise, working in collaboration with the law firm’s wealth‑management services, allows our group to deliver a fully integrated family office for generations of families.

ChoateIA offers clients independence, integration and institutional quality client service. As an Analyst you will work with both the financial planning team and portfolio managers to provide exceptional client service. This role requires a high level of attention to detail, flexibility to work in structured and unstructured environments as well as an understanding of financial planning and investment portfolios. While no two days will look the same, the primary duties and responsibilities include but are not limited to:

Responsibilities – Financial Planning

• Prepare and manage client Net Worth reporting in Addepar.
• Input client data into financial planning software, eMoney.
• Assist in creating customized financial plans, including retirement planning, education savings, and gifting plans.
• Prepare financial planning reports, projections, and presentations for client meetings.
• Draft email responses to client financial planning questions.
• 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.

Responsibilities – Client Service

• Create customized client presentations for the investment team.
• Assist 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 the team.
• Gather and analyze client feedback and questions to improve presentation materials.

Candidate Attributes

• Interest in and general knowledge of financial planning, investments, key industry terms and broad financial concepts.
• Familiarity with tax and estate planning.
• Ability to work as part of a team and take instruction from team members.
• Ability to work independently and exercise sound judgment.
• Willingness to ask for help.
• Exceptionally detail‑oriented and well organized, able to effectively multi‑task and prioritize a large workload with professionalism.
• Problem‑solving aptitude.
• Excellent oral and written communication skills.
• Open‑minded, flexible, and willing to listen to others’ opinions.
• Strong analytical skills, with the ability to maintain databases and update financial data.

Qualifications

• Bachelor’s Degree is required.
• 1–5 years of experience in the investment or financial planning fields.
• Demonstrated interest and aptitude for Certified Financial Planner designation.
• Proficient in Microsoft Office applications, including PowerPoint and Excel.
• Ability to multi‑task and adapt to changing priorities with limited oversight.

Work Authorization

• Applicants must be legally authorized to work in the United States without the need for sponsorship by the Firm (either now or in the future).

Compensation and Total Rewards Package

Choate offers a comprehensive Total Rewards package to our business professional team members. The firm also offers comprehensive health and well‑being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the salary range for this specific position at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job‑related, non‑discriminatory factors, including but not limited to qualifications and experience, education, external market data and consideration of internal equity.

Seniority level

Associate

Employment type

Full‑time

Job function

Finance

Industries

Investment Management and Law Practice