Client Portfolio Analyst
Jobtailor
Helping create efficiencies and scale for an organization with meaningful growth potential Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends. Collaborating with the broader investment organization designed around solving real client problems Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions. Requirements Bachelor’s degree 2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients. Series 7 & 66 at time of application or must obtain within 180 days of hire Wealth management or client portfolio management experience CFA or other industry designations Exceptional analytical, problem solving, and communication skills. #J-18808-Ljbffr
Vacancy posted 10 hours ago
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