Hybrid Wealth Solutions Analyst - Client-Focused
Job in
Dudley, Worcester County, Massachusetts, 01571, USA
Listed on 2026-07-13
Listing for:
Nichols College
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
The Wealth Management Firm in NYC is seeking a Wealth Solutions Analyst to join its client-focused team. The role centers on onboarding new clients, servicing portfolios, and delivering accurate, compliant reporting for ultra-high-net-worth clients.
Responsibilities include coordinating with custodians, managing client data across systems, preparing balance sheets and performance reports, and supporting wealth strategies with teamwork and discretion.
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