Client Analyst - National Accounts

The Client Analyst - National Accounts is responsible for providing operational, analytical, and client servicing support to the National Accounts team. The role involves client and relationship support, sales enablement and analytics, CRM and data management, operations and process improvement, and content and presentations.

Requirements

• 1-3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role
• Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
• Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information
• Demonstrated familiarity with AI tools and a proactive mindset toward using AI to automate workflows, surface insights, and create efficiencies
• Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy
• Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of hire date

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits