Mairs & Power, Inc. · 5 days ago
Client Relationship Analyst
St Paul, MN
Full-time
Hybrid
Mid Level
3+ years expMairs & Power, Inc. is a trusted name in investment management, known for their commitment to quality and long-term client relationships. They are seeking a Client Relationship Analyst to serve as a key liaison between the company and clients, combining relationship management with technical expertise in financial data and analytics.
AdviceFinancial ServicesHedge Funds
Hiring Manager
Scott Howard
Responsibilities
Serve as primary point of contact for assigned clients, building trusted, long-term relationships that reflect Mairs and Power's commitment to excellence
Respond to client inquiries promptly and professionally, ensuring exceptional service delivery
Conduct regular check-ins and account reviews to assess client satisfaction and identify opportunities
Proactively anticipate client needs and recommend solutions that add value
Maintain detailed client records and track all interactions using Salesforce CRM
Utilize financial intermediary data providers (e.g., Discovery Data, Salesforce, Synfini) to support client requests
Build and deliver customized reports and presentations tailored to individual client needs
Leverage AI and analytics tools to generate insights and enhance client deliverables
Refine and optimize existing datasets to ensure accuracy and relevance
Translate complex data into clear, actionable information for clients
Identify and pursue new business opportunities through prospecting and relationship development
Plan, organize, and facilitate client meetings, presentations, and educational seminars
Travel to client sites for in-person meetings and relationship building (approximately 30% travel)
Represent Mairs and Power at industry conferences and networking events
Develop materials and resources to support client education and engagement
Qualification
Required
Bachelor's degree required
Minimum 3-5 years of experience in the financial services industry with demonstrated client service experience
Proven experience working with financial intermediary data providers and industry platforms
Proficiency in Salesforce and similar CRM systems
Ability to build reports, analyze data, and generate client-ready deliverables
Experience utilizing AI tools for data analysis and client solutions
Exceptional written and verbal communication abilities
Strong client-facing skills with a service-oriented approach
Ability to build rapport and maintain professional relationships
Active listening skills and ability to understand and address client needs
Demonstrated ability to work independently and take initiative
Strong planning and organizational capabilities
Experience coordinating meetings, seminars, and client events
Excellent time management and ability to prioritize multiple client demands
Must work a minimum of 3 days per week in our St. Paul, MN office
Willingness and ability to travel up to 30% of the time
Professional demeanor with a client-first mindset
Preferred
FINRA Series 7 and Series 63 licenses (or ability to obtain)
Knowledge of the financial intermediary landscape and industry trends
Experience with data visualization tools (Tableau, Power BI, etc.)
Familiarity with Python, SQL, or other programming languages
Benefits
Competitive salary and performance-based incentives
Comprehensive benefits package
Professional development opportunities, including support for licensing
Collaborative and innovative work environment
Opportunity to work with cutting-edge technology and tools
A culture built on integrity, excellence, and long-term client relationships
Company
Mairs & Power, Inc.
Mairs & Power is an SEC registered investment advisor founded in 1931.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rob Mairs
President and CEO
Recent News
2025-11-17
Minneapolis / St. Paul Business Journal
2025-03-05
Minneapolis / St. Paul Business Journal
2025-01-02
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