Client Service Analyst

Job description

Application Deadline: 05/21/2026 Address: 151 W 42nd Street Job Family Group: Wealth Sales & Service Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Qualifications: Salary : $63,300.00 - $117,200.00 - Oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs. - Identifies and shares business development opportunities in the marketplace to help grow the overall market business. - Builds a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. - Acts as the key service contact for clients. - Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. - Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. - Understands and communicates emerging market trends in wealt...