Financial Advisor Services Analyst — Client Growth

Aumni; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively.

We seek candidates with a 4-year degree and at least 2 years of experience in financial services, particularly with JPMorgan Funds' products. Strong communication and organizational skills are essential, alongside intermediate computer skills.

Competitive salary and a comprehensive benefits package are included.

Qualifications

• 2+ years of financial services experience including knowledge of JPMorgan Funds' products.
• Able to communicate effectively with external and internal partners.
• Strong organizational skills and ability to meet deadlines.

Responsibilities

• Partner with Client Advisors to generate revenue growth.
• Create client presentations and follow up materials.
• Assist with inquiries about JPMorgan Funds products.

Skills

Financial services experience

Communication skills

Attention to detail

Time management

Intermediate to advanced computer skills

Proactive attitude

Education

4-year degree (BA/BS)

Tools

Salesforce

Microsoft Suite

Job description

TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively.

We seek candidates with a 4-year degree and at least 2 years of experience in financial services, particularly with JPMorgan Funds' products. Strong communication and organizational skills are essential, alongside intermediate computer skills.

Competitive salary and a comprehensive benefits package are included.