Client Services Analyst
masis professional groupTallahassee, FL
$65,000 - $95,000 per year
APPLY (opens in a new tab)Client Services Analyst
masis professional groupTallahassee, FLMid L4
$65,000 - $95,000 per year
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Masis Professional Group provided pay range This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr - $95,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from Masis Professional Group Talent Acquisition Specialist at Masis Staffing (Fanning Personnel) Client Service Analyst Location: Newton, MA About the Opportunity A well-established asset management and financial planning firm located outside of Boston is seeking a Client Service Analyst to join its growing team. This position plays an integral role in delivering exceptional client service and supporting all aspects of the firm's operations, investment management, and planning functions. The ideal candidate is a detail-oriented professional with a strong foundation in financial services who enjoys working directly with clients, managing complex data, and contributing to a collaborative, client-first environment.
Key Responsibilities:
Prepare comprehensive client reports, including net worth statements, investment analyses, and portfolio summaries using Principia and broker/dealer portfolio management software. Serve as a key point of contact for clients, assisting with day-to-day inquiries and ensuring a high-quality service experience. Manage account openings, transfers, cost basis reconciliation, and other account maintenance tasks with accuracy and efficiency. Support the Principal in portfolio monitoring, trade execution, cash flow management, and ad-hoc investment research. Coordinate service and operational needs across the advisory team, firm Principal, and broker/dealer partners.
Qualifications:
Minimum of 3 years of experience in a financial services, client service, or operations role. Working knowledge of financial planning and investment management principles. Strong understanding of investment strategies, tax planning, retirement, and estate planning. Excellent written and verbal communication skills, with the ability to build strong client relationships. High level of professionalism, organization, and attention to detail. Technical Skills & Tools Experience with CRM Wealthbox, Morningstar, InvestCloud, and Holistiplan (or similar systems) preferred. What the Firm Offers Collaborative, team-oriented culture with a focus on professional growth and client success. Exposure to a broad range of financial planning and investment strategies. Competitive compensation commensurate with experience, plus a comprehensive benefits package. Seniority level Not Applicable Employment type Full-time Job function Finance and Customer Service Referrals increase your chances of interviewing at Masis Professional Group by 2x
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Level
Mid L4
Salary
$65,000 - $95,000 per year
Location
Tallahassee, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday