Client Services Analyst

RMS Investment Group, LLC; Shaker Heights (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

RMS Investment Group, LLC in Shaker Heights, OH seeks an Analyst to support financial analysis, reporting, and planning for wealth management and family office activities. You will analyze cash flow, prepare monthly packages, assist with charitable giving administration, insurance coordination, and estate-related tasks, working with private investments and real estate holdings.

The role requires a Bachelor’s in Finance/Accounting/Business and 2–4+ years of experience, strong communication,

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or related field.
• 2–4+ years of experience in wealth management, family office, financial services, or related field.
• Experience with financial reporting platforms (Addepar preferred).
• Strong analytical, organizational, and problem-solving skills.
• High attention to detail with the ability to manage multiple priorities.
• Strong communication skills and ability to handle sensitive/confidential information.

Responsibilities

• Analyzes cash flow forecasting, reporting, and liquidity analysis across accounts, Addepar reporting and monthly financial packages, and provides data-driven insights and recommendations to support short- and long-term financial decision-making.
• Conducts comprehensive audits and reconciliations across investment accounts, including private equity, direct investments, distributions, and real estate holdings, ensuring data accuracy and timely resolution of discrepancies.
• Manages charitable giving and gifting programs by coordinating grant administration, reporting, asset transfers, unit tracking, and supporting documentation.
• Manages the administration of insurance and retirement programs, including life, personal lines, travel, group excess coverage, Medicare enrollment, and related retirement services.
• Provides coordination and administrative support for personal asset transactions, family education initiatives, and estate planning implementation.

Skills

Analytical skills

Organizational skills

Problem solving

Communication skills

Discretion handling info

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Addepar

Job description

The Analyst serves as the primary resource for financial analysis, reporting, and planning support, transforming complex financial data into actionable insights and recommendations while supporting financial reporting, cash flow planning, charitable giving administration, insurance coordination, and asset management activities.

Key Responsibilities

• Analyzes cash flow forecasting, reporting, and liquidity analysis across accounts, Addepar reporting and monthly financial packages, and provides data-driven insights and recommendations to support short- and long-term financial decision-making.
• Conducts comprehensive audits and reconciliations across investment accounts, including private equity, direct investments, distributions, and real estate holdings, ensuring data accuracy, reporting integrity, and the timely identification and resolution of discrepancies and data quality issues.
• Manages charitable giving and gifting programs by coordinating grant administration, reporting, asset transfers, unit tracking, and supporting documentation to ensure efficient execution and alignment with family objectives.
• Manages the administration of insurance and retirement programs, including life, personal lines, travel, group excess coverage, Medicare enrollment, and related retirement services, providing ongoing support and coordination to meet family needs.
• Provides coordination and administrative support for personal asset transactions, family education initiatives, and estate planning implementation, ensuring effective execution and alignment with family objectives and governing documents.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• 2–4+ years of experience in wealth management, family office, financial services, or related field.
• Experience with financial reporting platforms (Addepar preferred).
• Strong analytical, organizational, and problem-solving skills.
• High attention to detail with the ability to manage multiple priorities.
• Strong communication skills and ability to handle sensitive/confidential information.

Preferred Skills

• Familiarity with private investments, real estate assets, and complex financial structures.
• Experience working in a family office or high-net-worth environment.
• Knowledge of insurance policies, estate planning basics, and philanthropic structures.
• Analytical thinking and financial insight
• Operational execution and task ownership
• Discretion and professionalism
• Strong organizational and follow-through skills
• Ability to work both independently and collaboratively

RMS Investment Group has a deep commitment to diversity. We are an equal opportunity employer. Company policy prohibits discrimination or harassment on the basis of race, color, religion, national origin, ancestry, sex, age, marital status, familial status, sexual orientation, disability, or veteran status. We support and promote equal employment opportunity, human dignity, and racial, ethnic, and cultural diversity by taking positive steps to eliminate barriers that may exist in hiring and in employment practices.