Client Service Analyst in Charlotte, North Carolina
Posted 04/22/22


  • 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


  • 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


  • 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


  • 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
  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Accounting and Finance
  • Date Posted: 04/22/22
Apply Today!
Apply Today!

Apply Today!

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!