We are looking for an experienced Business Analyst to join our client service teams. In this role, you will focus on production client support, providing leadership and expertise to the team and existing clients. You will work directly with our clients - portfolio managers and operations people at wealth management firms.
Requirements
- Undergraduate degree with a quantitative or business focus
- 2 - 5 years of relevant experience
- Previous client support experience required
- Experience in financial services or investment management (strong preference)
- Ability to guide and support team members as needed
- Strong initiative and proactive problem solver
- Exceptional attention to detail and strong analytical skills
- Strong communication and active listening skills
- Passionate about client success and supporting clients
- Strong interest in finance and wealth management space with the desire to learn
- Entrepreneurial and resourceful mindset with an ability and desire to make a difference
Benefits
- Competitive compensation package with bonus
- Comprehensive healthcare benefits
- Employee and Family Assistance Program
- Fitness and Wellness Credit
- Continuing Education Allowance
- Flexible hours and hybrid-work policy (2 days a week in the office)
- Ability to work abroad for up to 2 months in a year (some conditions apply)