
Retirement Client Analyst (Hybrid) – Growth & Relationships
LGBT Great, New York, New York, us, 10261
A financial services firm is seeking a Retirement Analyst in New York, NY, to support its Retirement business. The candidate will manage client relationships, collaborate with internal teams, and help create deliverables. Ideal candidates have up to 3 years of asset management experience, strong organizational skills, and proficiency with CRM tools like Salesforce. The role offers a salary of $80,000-$95,000 and a comprehensive benefits package, including a discretionary bonus and health insurance.
#J-18808-Ljbffr