Mill Creek Capital Advisors · 1 day ago
Client Service Analyst
Conshohocken, PA
Full-time
Hybrid
Entry Level
1+ years expMill Creek Capital Advisors is a registered investment advisor headquartered in Conshohocken, PA. They are seeking a motivated Client Service Analyst to support their advisory team in delivering exceptional service to clients, providing support in portfolio management, client account administration, and ensuring a high standard of client experience.
Management Information Systems
Responsibilities
Provide day-to-day support to advisors in servicing client relationships and accounts
Assist with portfolio management support and performance reporting
Prepare, process, and track client paperwork with a high level of accuracy and attention to detail
Serve as a liaison between client service and operations teams, including assisting with money movements, processing subscription documents, and supporting client onboarding and account maintenance
Assist with special client-focused projects such as net worth reporting, cash flow analysis, and financial planning support
Help ensure a consistently high standard of responsiveness and client experience
Qualification
Required
Bachelor's degree required
Strong analytical and organizational skills
Exceptional attention to detail
Professional written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment
Comfort with Excel and financial systems/technology
Demonstrated interest in wealth management, investments, and financial planning
Obtain Series 65 upon hire
Ability to thrive in a collaborative, small-team environment
Preferred
1–3 years of experience in financial services preferred
Interest in obtaining CERTIFIED FINANCIAL PLANNER® certification is preferred
Benefits
Medical, dental, vision, and disability insurance
Hybrid in-office/remote work schedule
401(k) contributions
Paid parental leave
Company
Mill Creek Capital Advisors
Mill Creek Capital Advisors(MCCA) brings a new perspective to money management.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Joshua Gross
CEO / Principal
Rich Lunsford
President and Chief Financial Officer
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