The Client Service Analyst provides support to Wealth Advisors and others in the organization to deliver excellent integrated financial services to clients. The Client Service Analyst prepares accurate and well organized materials required to support Wealth Advisors; uses expert technology and data connectivity skills and knowledge to best organize and present data; and uses advanced knowledge of firm and departmental policies and procedures to capture efficiencies in processes and information reporting.
An ideal candidate has demonstrated that they can use excellent technical and data connectivity skills to retrieve, synthesize and present business data to others to enable them to draw conclusions and make sound business decisions. Other necessary skills include attention to detail, excellent organizational skills, acting proactively and good communication and team work skills.
A candidate must have:
A Bachelor’s degree
Coursework or experience in business, finance, statistics, accounting, financial planning, computer science or investments
Strong database and data connectivity skills, including the ability to write Crystal Reports an SQL statements, and create pivot tables
Expert computer skills, especially in Microsoft’s Office 2016 Suite, Adobe Acrobat and the ability to learn and efficiently use firm technologies (such as Bloomberg, Morningstar, Vanguard Advisor Services, Charlotte, GoldMine and SharePoint)
Two to five years of related work experience is a plus.
Additional Salary Information: Salary is commensurate with experience and a competitive benefits package is provided, including health insurance and a generous retirement plan contribution.
In 2009, Market Street celebrated 100 years as a family office. As a private trust company, we offer the permanence and objectivity of a corporate trustee, as well as the flexibility that comes from our personalized approach.Few decisions demand as much consideration as choosing the best professional expertise to manage your assets, protect your wealth and grow your legacy for generations to come.... At Market Street, we provide our client families with the foundation, support and financial security they need to fulfill their personal, financial, business and philanthropic aspirations.