Client Service Analyst
New Yorkonsitemid$63K – $117K
Posted today · via Workday
About this role
Application Deadline: 07/14/2026 Address: 151 W 42nd Street Job Family Group: Wealth Sales & Service Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Oversees the preparation of new business proposals or presentations to clients / prospects based upon their needs. Identifies and shares business development opportunities in the marketplace to help grow the overall market business.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in New York. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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