Senior Analyst, Client Experience - Private Wealth

Jordan Park Group; San Francisco (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401k with employer contribution

Generous paid time off

Commuter benefits program

Fitness reimbursement

Annual Professional Development Stipen

Job summary

Jordan Park Group in San Francisco seeks a Senior Analyst on the Client Experience Management Team. You will support leadership, analyze data, and help shape client strategy while collaborating with a dynamic management group.

The role offers exposure to senior leaders, responsibilities include preparing briefs, maintaining Salesforce notes, and developing marketing collateral; competitive base salary range and comprehensive benefits.

Qualifications

• 1-2 years of work experience required.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Self-starter who can lead/manage tasks independently; comfortable working with senior leaders.
• Highly organized and process oriented.
• Commitment to excellence and high integrity.
• Experience serving and working with clients.
• Strong attention to detail and ability to see the big picture.
• Discretion handling sensitive information.

Responsibilities

• Support the management team in driving business initiatives, operational efficiency, and strategic planning.
• Provide analytical support to aid decision-making and strategy development.
• Support management meetings, overseeing agenda setting, follow-ups, and communication tracking.
• Provide daily briefings with key insights for client meetings and follow-ups.
• Record and log meeting notes in Salesforce with detailed communications.

Skills

1-2 years work experience

MS Office proficiency

Tools

Salesforce

MS Forms

Smartsheet

Job description

Jordan Park Group in San Francisco seeks a Senior Analyst on the Client Experience Management Team. You will support leadership, analyze data, and help shape client strategy while collaborating with a dynamic management group.

The role offers exposure to senior leaders, responsibilities include preparing briefs, maintaining Salesforce notes, and developing marketing collateral; competitive base salary range and comprehensive benefits.