Client Analyst
Alexander Technology GroupBoston, Massachusetts, United States
Posted December 10, 2025
75000 - 89000 USD year
Full Time
About the Company
Alexander Technology Group is a leading IT staffing and recruiting firm headquartered in Bedford, NH, with additional offices across New England. Since 2005, the company has built an extensive network of highly qualified IT professionals, delivering tailored staffing solutions in areas such as application development, QA/testing, database development, project management, and business intelligence. Recognized on the Inc. 500 list and named a top workplace by the Boston Business Journal, Alexander Technology Group combines deep industry expertise with a client‑centric approach to match talent with leading employers. Their partnership model supports both job seekers and corporate decision‑makers, positioning them as a trusted resource for IT talent acquisition in the Greater Boston and New Hampshire markets.
Job Description
The Client Analyst will prepare and manage client Net Worth reporting, create customized financial plans, and prepare financial planning reports. They will also create client presentations, lead ad-hoc client projects, and gather and analyze client feedback.
Requirements
- Bachelor's Degree
- 2-5 years of experience in investment or financial planning fields
- General knowledge of financial planning, investments, key industry terms and broad financial concepts