Client Service Analyst in Charlotte, North Carolina
THE TEAM YOU WILL BE JOINING:
Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation
Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity and inclusion and client experience.
Purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes
Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA
WHAT THEY OFFER YOU:
An early-career opportunity to join a world class wealth management organization
Results driven organization that values accountability and continuous improvement
Opportunity to make an impact and add value - Forthcoming investment in tools and technology to improve current processes
Excellent Company Benefits to include medical, dental, 401k and generous PTO policy
WHY THIS ROLE IS IMPORTANT:
Works in a client facing capacity and engages with prospects answering inquiries and requests.
Coordinates the account onboarding lifecycle to include compiling new account documentation, collaborates with internal partners with regard to account details, following all compliance and regulatory processes with a high degree of accuracy.
Oversee the day-to-day servicing and maintenance of client accounts, platforms, and CRM records, handling client records per compliance regulations.
Ensures client needs are met through collaboration with internal partners on behalf of client.
Compile portfolio-level analytics for creating client portfolio reviews
Has exposure to clients and prospects by participating and coordinating calls and meetings.
Collaborates with internal marketing partners to create and distribute prospecting materials to potential clients.
Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios
THE BACKGROUND THAT FITS:
Bachelor’s Degree in Finance
2-3 years of early-career work experience in the finance field.
Ability to interact with high net-worth individuals
Proficient in MS Word, Excel, and PowerPoint.
Organization skills to thrive in a fast-paced environment while working under and meeting strict deadlines.
Prefer experience with Advent APX, Salesforce and FactSet