Client Analyst: Wealth Planning & Investments

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

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.