Wealth Management Analyst - Chicago, IL, United States
14 hours ago
Job description
DescriptionWealth Management Analyst – Job Description
Overview:
The Wealth Management Analyst provides day to day operational, client service, and administrative support to Account Executives. This role helps facilitate execution of domestic and international equities, fixed income securities, and options, responds to client needs, and identifies service and sales opportunities while ensuring accuracy, responsiveness, and adherence to firm and regulatory requirements.
Primary Responsibilities:
- Facilitate the execution of client trades across domestic and international equities, fixed income securities, and options, ensuring accuracy, timeliness, and appropriate documentation.
- Research and respond to client inquiries; resolve routine service requests and escalate more complex items as needed.
- Provide daily operational support to Account Executives, including account maintenance and service coordination.
- Provide account information to clients and Account Executives in a professional and compliant manner.
- Maintain strong relationships with clients and proactively identify service solutions that support client needs.
- Conduct client outreach to support service, retention, and business development efforts.
- Recognize potential sales or service opportunities and communicate leads to Account Executives.
- Prepare client facing presentations and related materials (PowerPoint and supporting content).
- Perform general administrative and clerical duties, including handling phones, filing, mailing, and processing forms.
- Maintain advanced proficiency in Microsoft Word, Excel, PowerPoint, and internet-based tools used in daily workflow.
- Complete firm required continuing education and other regulatory requirements applicable to registered persons.
Qualifications / Skills
- Strong client service orientation with excellent verbal and written communication skills.
- Detail oriented with the ability to manage multiple priorities in a fast-paced environment.
- Sound judgment and professionalism in handling confidential information.
- High proficiency in Microsoft Office (Word, Excel, PowerPoint) and comfort learning new systems/tools.
- Ability to collaborate effectively with Account Executives and internal partners.
- Strong desire to learn and grow long term with the team.
Required Background:
- Bachelor's degree
- 2–5 years' industry experience
- Active Series SIE, 7, 63, 65 (or 66)
Desired Experience / Skills:
- Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg
- Strong quantitative, analytical, and problem-solving skills
- Solid communication skills and "presence" to interact effectively with the team and clients
- Ability to multitask throughout the day, pivot between tasks, and resort priorities as appropriate
Additional Differentiators:
- Knowledge of portfolio aggregation and performance reporting software such as Addepar, BlackDiamond, Advent, or similar
- Experience with Pershing NetX360 or similar custodial and client management systems
- Hands on experience with account opening, asset/cash transfers, trade settlement, KYC, and similar functions
- Basic knowledge of investments, markets, asset classes, and portfolio construction with eagerness to grow
Chicago, IL Full Time Salary Range of $75,000-$95,000.
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