Client Service Analyst
Listing sourced from adzuna on 7/17/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
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. Assists in preparing new business proposals or presentations to clients / prospects based upon their needs. Assists Wealth Advisors in market research of client and prospects. …
Salary Context for Sales Manager
The US national median for Sales Manager is $135,160; in Chicago the median is $141,918 (+5% vs national).
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