Client Service Analyst

3 days ago


Portsmouth, Virginia, United States Lake Street Advisors Full time
Client Service Analyst

Lake Street Advisors is seeking a highly motivated and detail-oriented Client Service Analyst to join our team. As a key member of our Operations team, you will play a critical role in providing exceptional client service and support to our wealth advisory team.

Key Responsibilities:
  • Manage client asset movements, new account openings, and maintenance
  • Communicate effectively with clients, custodians, and internal teams
  • Identify and propose process improvements to enhance client experience and operational efficiency
  • Implement solutions and collaborate with the wealth advisory team to deliver exceptional client service
  • Adhere to compliance rules and standard operating procedures
Requirements:
  • Minimum 2 years of experience in a relevant field, such as finance, operations, or wealth management
  • Bachelor's degree in a related field, such as accounting, finance, or economics
  • Strong communication and interpersonal skills
  • Ability to work in a team-based environment and prioritize multiple tasks
  • Proficiency in MS Office and experience with Salesforce a plus
About Lake Street Advisors:

Lake Street Advisors has been serving high-wealth entrepreneurs and executives since 2003. We offer a professional, entrepreneurial, and dynamic work environment with competitive employee salaries and a comprehensive benefit package.

We are an equal opportunity employer and welcome applications from diverse candidates.



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