Wealth Client Onboarding & Service Analyst

Fiduciary Trust Company; Boston (MA); On-site; USD 60,000 - 70,000; Full time

Job summary

Fiduciary Trust Company is seeking a Client Analyst to support the Wealth Management team in Boston. You will collaborate with Investment Officers, Relationship Managers, and Client Associates to service clients and external parties, handling a range of tasks with attention to detail.

In this role you will maintain client data, draft communications, and assist with onboarding, ongoing account activity, and terminations.

Qualifications

• Client service experience preferred.
• Ability to work independently and in a team.
• Proficiency in Microsoft Office, Salesforce, Global Plus.
• Familiarity with AI tools enhancing productivity.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks with deadlines.
• Ability to maintain a high level of client confidentiality and discretion.
• Excellent communication skills, both verbal and written.

Responsibilities

• Work with Investment Officers, Relationship Managers, and Client Associates to service clients and external parties.
• Liaise between Wealth Management and internal non-client-facing teams and coordinate follow-through.
• Maintain contact lists, client files, records and account data.
• Build relationships and learn all aspects of assigned client accounts.
• Draft communications, complete forms, and prepare client meeting materials with detail.
• Review cash balances and reports, resolve discrepancies with the team.
• Process bill pay, gifting, transfers, and other money movements for clients.
• Prepare information for creating new accounts and for terminations.
• Pursue professional development opportunities and connectivity initiatives.
• Handle ad hoc client-related requests and projects.

Skills

Client service

Teamwork

Communication

Organizational skills

Discretion

Prioritization

Confidentiality

AI tools

Tools

Microsoft Office

Salesforce

Global Plus

Job description

Fiduciary Trust Company is seeking a Client Analyst to support the Wealth Management team in Boston. You will collaborate with Investment Officers, Relationship Managers, and Client Associates to service clients and external parties, handling a range of tasks with attention to detail.

In this role you will maintain client data, draft communications, and assist with onboarding, ongoing account activity, and terminations.