Senior Client Analyst

Senior Client Analyst at Masis Professional Group Senior Client Analyst at Masis Professional Group in BROOKLINE, Massachusetts Posted in 3 days ago.

Type:

full-time

Job Description:

Exciting opportunity to join a small financial services firm as a Sr. Client Analyst. In the position, you will provide support to the firms largest clients and which includes answering inquiries, attending new and current client meetings, providing portfolio updates, creating customized reports, and processing daily transactions. You will work along side the Managing Directors and Advisors and have the ability to learn and grow with this collaborative team. The ideal candidate will have four plus years working directly with clients in a financial services firm. In office and salary is 100-140K