Client Services Analyst

Masis Professional Group; Newton (MA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Collaborative culture

Competitive compensation

Comprehensive benefits package

Job summary

A financial services firm in Newton, MA is seeking a Client Service Analyst to deliver exceptional service and support operations. The ideal candidate has a strong financial services background and excellent communication skills. Responsibilities include preparing client reports and managing accounts. This full-time position offers competitive compensation and a collaborative work culture.

Qualifications

• Minimum of 3 years of experience in a financial services, client service, or operations role.
• Strong understanding of investment strategies, tax planning, retirement, and estate planning.
• High level of professionalism and organization.

Responsibilities

• Prepare comprehensive client reports using portfolio management software.
• Serve as a key point of contact for clients.
• Manage account openings and other maintenance tasks.
• Support the Principal in portfolio monitoring and trade execution.
• Coordinate service needs across the advisory team.

Skills

client service

financial planning

investment management

communication skills

attention to detail

Tools

Wealthbox

Morningstar

InvestCloud

Holistiplan

Job description

Masis Professional Group provided pay range

This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $95,000.00/yr

Additional compensation types

• Annual Bonus
• Direct message the job poster from Masis Professional Group

Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)

Client Service Analyst

Location: Newton, MA

About the Opportunity

A well-established asset management and financial planning firm located outside of Boston is seeking a Client Service Analyst to join its growing team. This position plays an integral role in delivering exceptional client service and supporting all aspects of the firm’s operations, investment management, and planning functions.

The ideal candidate is a detail-oriented professional with a strong foundation in financial services who enjoys working directly with clients, managing complex data, and contributing to a collaborative, client-first environment.

Key Responsibilities

• Prepare comprehensive client reports, including net worth statements, investment analyses, and portfolio summaries using Principia and broker/dealer portfolio management software.
• Serve as a key point of contact for clients, assisting with day-to-day inquiries and ensuring a high-quality service experience.
• Manage account openings, transfers, cost basis reconciliation, and other account maintenance tasks with accuracy and efficiency.
• Support the Principal in portfolio monitoring, trade execution, cash flow management, and ad-hoc investment research.
• Coordinate service and operational needs across the advisory team, firm Principal, and broker/dealer partners.

Qualifications

• Minimum of 3 years of experience in a financial services, client service, or operations role.
• Working knowledge of financial planning and investment management principles.
• Strong understanding of investment strategies, tax planning, retirement, and estate planning.
• Excellent written and verbal communication skills, with the ability to build strong client relationships.
• High level of professionalism, organization, and attention to detail.

Technical Skills & Tools

• Experience with CRM Wealthbox, Morningstar, InvestCloud, and Holistiplan (or similar systems) preferred.

What the Firm Offers

• Collaborative, team-oriented culture with a focus on professional growth and client success.
• Exposure to a broad range of financial planning and investment strategies.
• Competitive compensation commensurate with experience, plus a comprehensive benefits package.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Customer Service

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