Client Analyst - National Accounts

As a Client Analyst - National Accounts, provide operational, analytical, and client servicing support to the National Accounts team servicing key home office relationships at major wire houses and broker dealers.

Requirements

• 1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role
• Bachelor's degree in Finance, Economics, Business, or a related field
• Strong proficiency in Excel and PowerPoint
• Demonstrated familiarity with AI tools and a proactive mindset toward using AI to automate workflows
• 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 Plan
• Life Insurance