Financial Services Business Analyst

3 weeks ago


Tuscaloosa, Alabama, United States Canterbury Capital Wealth Management Full time

**Job Title:** Financial Services Business Analyst

**About Us:** Canterbury Capital Wealth Management is a dynamic and innovative firm that offers comprehensive wealth management services to individuals, families, and businesses. We pride ourselves on our commitment to delivering exceptional client experiences and building long-term relationships.

**Job Summary:** We are seeking an experienced Financial Services Business Analyst to join our operations team. As a key member of our team, you will be responsible for providing business support to our financial advisors, focusing on operational excellence and delivering exceptional client experiences.

**Responsibilities:**

  • Client Relationship Management - handle requests, resolve issues, research, and assist with all client requests
  • Onboard new clients and establish accounts
  • Prepare all client review meeting materials for advisors; handle all meeting follow-up action items
  • Continuous business activity tracking
  • Mutual fund, equity, ETF, and municipal bond trading in client accounts
  • Prepare and process documents, new applications, checks, distribution, and maintenance forms
  • Keep systems up-to-date with client information
  • Educate clients on account services and technology capabilities
  • Financial plan data entry and analysis
  • Review work methods and procedures for continual quality improvements and efficiencies, and implement them when appropriate
  • Prepare reports, data entry, maintain spreadsheets and logs
  • Work closely with the senior operations specialists, and provide backup support to the team

**Qualifications:**

  • Relevant industry experience or education
  • College degree
  • Ability to pass a criminal history and credit background check
  • Proficiency with Microsoft Office tools (Excel, Outlook, Word, PowerPoint)
  • Learning agility with software programs

**Salary Range:** $60,000 - $80,000 per year. We offer a competitive compensation package, including health insurance, retirement savings, and paid time off.



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