Senior Client Relations Analyst

Senior Client Relations AnalystLocation: Miami, FL (Hybrid) Industry: Wealth Management / Financial ServicesOverviewOur client, a highly regarded boutique wealth management firm, is seeking a Senior Client Relations Analyst to join their growing team. This individual will play a key role in supporting portfolio managers and advisors, ensuring an exceptional client experience for ultra-high-net-worth (UHNW) individuals and families.The ideal candidate will have a strong background in financial services, banking, or investment management, with hands-on experience in client relations, investment operations, and data analysis. This is an excellent opportunity for someone who enjoys working in a dynamic, client-focused environment and is looking to take the next step in their career within the wealth management space.ResponsibilitiesServe as a primary point of contact for UHNW clients, addressing inquiries and ensuring timely, accurate delivery of information.Support portfolio managers and advisors with client onboarding, reporting, performance updates, and account maintenance.Prepare detailed investment summaries, client presentations, and portfolio reports using Excel and financial reporting tools.Coordinate with custodians, fund administrators, and internal teams to ensure smooth trade settlements and account operations.Monitor cash flows, asset transfers, and portfolio activity, ensuring data integrity and compliance with firm policies.Assist in the preparation of investment proposals and performance analytics for client meetings.Maintain detailed client records, ensuring confidentiality and adherence to regulatory standards.QualificationsBachelor’s degree in Finance, Economics, Accounting, or a related field required.4+ years of experience in wealth management, private banking, investment management, or financial services.Strong understanding of investment products, portfolio reporting, and capital markets.Experience working directly with UHNW clients or within a client-facing investment team.Advanced Excel skills (pivot tables, lookups, modeling, reporting).Exceptional attention to detail, professionalism, and communication skills.Proven ability to manage multiple high-priority tasks in a fast-paced environment.Why JoinOpportunity to work closely with top-tier wealth advisors and UHNW clients.Exposure to sophisticated investment strategies and portfolio analytics.Collaborative boutique culture with growth potential and strong leadership mentorship.