Entry-Level Financial Analyst: Client Onboarding & Liaison

PrincePerelson and Associates; Salt Lake City (UT); On-site; USD 47,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

PTO

Monday to Friday schedules

Collaborative and diverse working environment

Job summary

A leading financial services firm in Salt Lake City is seeking a Financial Analyst for the Client Communications team. This role focuses on building relationships with high-net-worth clients and requires exceptional communication and organizational skills. Ideal for recent graduates looking to grow in a dynamic environment that values collaborative problem-solving. Competitive salary of $47k–$56k/year with medical benefits and a diverse working environment.

Qualifications

• Strong organizational skills with the ability to manage multiple priorities.
• Exceptional communication and interpersonal skills to work effectively with clients and colleagues at all levels.
• A self-starter with a curious mindset and eagerness to learn complex concepts quickly.

Responsibilities

• Collaborate closely with Private Wealth Management (PWM) Sales teams.
• Serve as a key liaison between internal teams and clients.
• Coordinate the delivery of sensitive client materials.

Skills

Exceptional communication

Interpersonal skills

Organizational skills

Proficiency in Microsoft Office

Curiosity and eagerness to learn

Job description

A leading financial services firm in Salt Lake City is seeking a Financial Analyst for the Client Communications team. This role focuses on building relationships with high-net-worth clients and requires exceptional communication and organizational skills. Ideal for recent graduates looking to grow in a dynamic environment that values collaborative problem-solving. Competitive salary of $47k–$56k/year with medical benefits and a diverse working environment.