Client Analyst

Fiduciary Trust Company; Boston (MA); On-site; USD 60,000 - 70,000; Full time

Job summary

Fiduciary Trust Company is seeking a Client Analyst to support the Wealth Management team in Boston. You will collaborate with Investment Officers, Relationship Managers, and Client Associates to service clients and external parties, handling a range of tasks with attention to detail.

In this role you will maintain client data, draft communications, and assist with onboarding, ongoing account activity, and terminations.

Qualifications

• Client service experience preferred.
• Ability to work independently and in a team.
• Proficiency in Microsoft Office, Salesforce, Global Plus.
• Familiarity with AI tools enhancing productivity.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks with deadlines.
• Ability to maintain a high level of client confidentiality and discretion.
• Excellent communication skills, both verbal and written.

Responsibilities

• Work with Investment Officers, Relationship Managers, and Client Associates to service clients and external parties.
• Liaise between Wealth Management and internal non-client-facing teams and coordinate follow-through.
• Maintain contact lists, client files, records and account data.
• Build relationships and learn all aspects of assigned client accounts.
• Draft communications, complete forms, and prepare client meeting materials with detail.
• Review cash balances and reports, resolve discrepancies with the team.
• Process bill pay, gifting, transfers, and other money movements for clients.
• Prepare information for creating new accounts and for terminations.
• Pursue professional development opportunities and connectivity initiatives.
• Handle ad hoc client-related requests and projects.

Skills

Client service

Teamwork

Communication

Organizational skills

Discretion

Prioritization

Confidentiality

AI tools

Tools

Microsoft Office

Salesforce

Global Plus

Job description

The Wealth Management team provides distinctive service to our clients through personal service and a genuine commitment to act in our clients’ best interests. As a developing member of the Wealth Management team, Client Analysts contribute to the successful retention and onboarding of clients and execute on a broad range of support-focused tasks that lend themselves to our commitment to outstanding client service. This role supports and partners closely with the broader client-facing team and may include some client interaction.

Primary Responsibilities

• Work in close collaboration with Investment Officers, Relationship Managers, and Client Associates to effectively service clients and external parties on a range of business topics.
• Serve as a liaison between the Wealth Management team and internal non-client-facing teams (tax, legal, compliance, investments), supporting coordination efforts and follow-through so client needs are met.
• Maintain contact lists, client files, records and other pertinent account data.
• Build strong relationships internally and grow familiarity with all aspects of assigned client accounts.
• Draft written communications, complete required forms, and client meeting materials with high attention to detail.
• Review daily cash balance and transaction reports and collaborate with Investment Officers and Operations team to quickly resolve any cash balance issues or transaction discrepancies.
• Process bill pay, gifting, stock transfers, and other money movement requests on behalf of clients.
• Prepare all pertinent account and client information necessary for establishing new accounts; gather information needed for closing, transferring and/or distributing accounts at termination.
• Demonstrate a desire to expand industry knowledge through participation in professional development opportunities and connectivity initiatives.
• Complete ad hoc client-related requests and projects, as needed.

Required Skills and Characteristics

• Client service experience preferred
• Ability to work both independently and in a team environment
• Proficiency in Microsoft Office, Salesforce, Global Plus
• Familiarity with AI tools enhancing productivity
• Strong organizational skills and attention to detail
• Ability to prioritize multiple tasks with competing deadlines
• Ability to maintain a high level of client confidentiality and discretion
• Excellent communication skills, both verbal and written

Compensation Information: Annual base salary for this role is $60,000 - $70,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus.