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Client Analyst (Bilingual Mandarin preferred) - (US-MA-Boston - 02298) Minimum Education: Tech School Job Type: Full Time Email this job to yourself or to a friend | Job Match Test | Resume Guide Click Here to Apply Online A Client Analyst with investment related experience is needed at a highly regarded Boston investment management firm. Position will be responsible for a specific book of clients. Manage all aspects of tracking and maintaining client information including account openings, account restructurings and closings. Handle regular client and consultant reporting. Work with relationship teams, marketing and consultant relations to develop client presentations. Participate in the quarterly reporting process and ad hoc client requests. Will also participate in client meetings, conference calls and preparation of briefing memos.
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